Portfolio Medics, LLC
Portfolio Medics, LLC (CRD# 145958) is a financial advisory firm headquartered in Bonita Springs, FL. They manage $499,609,065 in 2,499 accounts and serve the financial needs of clients across 39 states (or territories).
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Total Assets Under Management500MILLION
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Total Number of Accounts2,499ACCOUNTS
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Average Account Value$199,924
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
Henry Angelucci (CRD# 6801665) is an Investment Advisor Representative working at Portfolio Medics, LLC in Princeton, NJ and has over 6 years of experience in the finance industry.
John Billy (CRD# 2714279) is an Investment Advisor Representative working at Portfolio Medics, LLC in Bonita Springs, FL and has over 19 years of experience in the finance industry.
John Blacklidge (CRD# 2284623) is an Investment Advisor Representative working at Portfolio Medics, LLC in Bonita Springs, FL and has over 31 years of experience in the finance industry.
Robert Cagle (CRD# 6792758) is an Investment Advisor Representative working at Portfolio Medics, LLC in White Pine, TN and has over 6 years of experience in the finance industry.
John Conrath (CRD# 4686217) is an Investment Advisor Representative working at Portfolio Medics, LLC in Bonita Springs, FL and has over 17 years of experience in the finance industry.
Casey Croysdale (CRD# 4220694) is an Investment Advisor Representative working at Portfolio Medics, LLC in Bonita Springs, FL and has over 19 years of experience in the finance industry.
Mark Fenton (CRD# 4998439) is an Investment Advisor Representative working at Portfolio Medics, LLC in Bonita Springs, FL and has over 18 years of experience in the finance industry.
Raymond Filorimo (CRD# 2630840) is an Investment Advisor Representative working at Portfolio Medics, LLC in Bonita Springs, FL and has over 26 years of experience in the finance industry.
Maria Fliess (CRD# 4566355) is an Investment Advisor Representative working at Portfolio Medics, LLC in Kenosha, WI and has over 21 years of experience in the finance industry.
Herbert Friedman (CRD# 1547284) is an Investment Advisor Representative working at Portfolio Medics, LLC in Singer Island, FL and has over 37 years of experience in the finance industry.