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
Gerald Griffith (CRD# 5659884) is an Investment Advisor Representative working at Portfolio Medics, LLC in Bonita Springs, FL and has over 14 years of experience in the finance industry.
Joseph Hamel (CRD# 5384324) is an Investment Advisor Representative working at Portfolio Medics, LLC in Parma Heights, OH and has over 16 years of experience in the finance industry.
Curtis Hill (CRD# 2462110) is an Investment Advisor Representative working at Portfolio Medics, LLC in Los Angeles, CA and has over 29 years of experience in the finance industry.
Michael Huber (CRD# 6336018) is an Investment Advisor Representative working at Portfolio Medics, LLC in Bonita Springs, FL and has over 9 years of experience in the finance industry.
Martin Hurlburt (CRD# 2290027) is an Investment Advisor Representative working at Portfolio Medics, LLC in Orem, UT and has over 31 years of experience in the finance industry.
Bruce Kaserman (CRD# 1399350) is an Investment Advisor Representative working at Portfolio Medics, LLC in Vienna, VA and has over 38 years of experience in the finance industry.
Steven Landis (CRD# 1126912) 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.
Justin McGuffey (CRD# 5293733) is an Investment Advisor Representative working at Portfolio Medics, LLC in Bonita Springs, FL and has over 15 years of experience in the finance industry.
John Neff (CRD# 1440680) is an Investment Advisor Representative working at Portfolio Medics, LLC in Fernandina Beach, FL and has over 38 years of experience in the finance industry.