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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Portfolio Management Of Vermont LLC
Showing 1 - 1 of 1 top financial advisors.
Robert G. Cummiskey
CRD#: 5500237
2197 Sugarbush Access Road, Warren, VT 05674

Robert Cummiskey (CRD# 5500237) is an Investment Advisor Representative working at Portfolio Management Of Vermont LLC in Warren, VT and has over 8 years of experience in the finance industry.

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