Portfolio Management Of Vermont LLC
Portfolio Management Of Vermont LLC (CRD# 155580) is a financial advisory firm headquartered in Warren, VT. They manage $6,000,000 in 20 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management6MILLION
Total Number of Accounts20ACCOUNTS
Average Account Value$300,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Robert Cummiskey (CRD# 5500237) is an Investment Advisor Representative working at Portfolio Management Of Vermont LLC in Warren, VT and has over 9 years of experience in the finance industry.