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
John Winterowd (CRD# 5744558) 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.
Brandon runs an investment management and comprehensive financial planning firm serving clients locally in Southern California and virtually throughout the country. He has been a financial advisor since 2018 and is passionate about helping his clients maximize their lives today while planning for their future. He has also been blessed to serve on the Kingdom Driven Entrepreneur mentor team since the fall of 2019 and loves encouraging fellow kingdom business owners to walk out their God-given calling.
Brandon lives in San Juan Capistrano, California with his beautiful wife Amanda, and loves golfing, working out, mountain biking, and making craft coffee at home.
Learn More: https://www.galicifinancial.com/
Kevin Bertonneau (CRD# 7788417) is an Investment Advisor Representative working at Portfolio Medics, LLC in Reno, NV and has 1 year of experience in the finance industry.
Jason Collins (CRD# 7253873) is an Investment Advisor Representative working at Portfolio Medics, LLC in Bonita Springs, FL and has over 3 years of experience in the finance industry.
Hugo Cruz (CRD# 4409583) is an Investment Advisor Representative working at Portfolio Medics, LLC in San Antonio, TX and has over 22 years of experience in the finance industry.
Corey Cyr (CRD# 6821309) is an Investment Advisor Representative working at Portfolio Medics, LLC in Port Charlotte, FL and has over 4 years of experience in the finance industry.
Janet Derrick (CRD# 1395360) is an Investment Advisor Representative working at Portfolio Medics, LLC in Chicago, IL and has over 36 years of experience in the finance industry.
Jorge Diaz-Druet (CRD# 6266447) is an Investment Advisor Representative working at Portfolio Medics, LLC in Oklahoma City, OK and has over 4 years of experience in the finance industry.
Eric Dudley (CRD# 7093866) is an Investment Advisor Representative working at Portfolio Medics, LLC in Venice, FL and has over 4 years of experience in the finance industry.