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
Wayne Ebanks (CRD# 6792542) is an Investment Advisor Representative working at Portfolio Medics, LLC in Royal Palm Beach, FL and has over 2 years of experience in the finance industry.
Juliann Gibson (CRD# 4489927) is an Investment Advisor Representative working at Portfolio Medics, LLC in Folsom, CA and has over 2 years of experience in the finance industry.
Irina Hill (CRD# 5199253) is an Investment Advisor Representative working at Portfolio Medics, LLC in Los Angeles, CA and has over 17 years of experience in the finance industry.
Patrick Holmes (CRD# 7028493) is an Investment Advisor Representative working at Portfolio Medics, LLC in Davidson, NC and has over 4 years of experience in the finance industry.
Jeffrey Leone (CRD# 5385949) 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.
Thomas Michalowski (CRD# 7284682) is an Investment Advisor Representative working at Portfolio Medics, LLC in Bonita Springs, FL and has over 5 years of experience in the finance industry.
Abel Molina (CRD# 7015565) is an Investment Advisor Representative working at Portfolio Medics, LLC in Miami, FL and has over 2 years of experience in the finance industry.
John Parker (CRD# 7429262) is an Investment Advisor Representative working at Portfolio Medics, LLC in Naples, FL and has over 2 years of experience in the finance industry.
Richard Perez (CRD# 7012228) is an Investment Advisor Representative working at Portfolio Medics, LLC in Miami, FL and has over 4 years of experience in the finance industry.
Christopher Pollina (CRD# 2552092) is an Investment Advisor Representative working at Portfolio Medics, LLC in East Setauket, NY and has over 7 years of experience in the finance industry.