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).

Current Firm Details
27499 Riverview Center Blvd, Suite 406, Bonita Springs, FL 34134
http://www.portfoliomedics.com
By the Numbers
  • Total Assets Under Management
    500
    MILLION
  • Total Number of Accounts
    2,499
    ACCOUNTS
  • Average Account Value
    $199,924
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Portfolio Medics, LLC
Showing 51 - 54 of 54 top financial advisors.
51
Jerry Rodriquez, financial advisor Lubbock TX
Jerry P. Rodriquez
CRD#: 7187505
Lubbock, TX

Jerry Rodriquez (CRD# 7187505) is an Investment Advisor Representative working at Portfolio Medics, LLC in Lubbock, TX and has over 3 years of experience in the finance industry.

52
Joseph Sullivan, financial advisor Bonita Springs FL
Joseph L. Sullivan
CRD#: 2829640
27499 Riverview Center Blvd, Suite 406, Bonita Springs, FL 34134

Joseph Sullivan (CRD# 2829640) is an Investment Advisor Representative working at Portfolio Medics, LLC in Bonita Springs, FL and has 1 year of experience in the finance industry.

53
Jeffrey Tamas, financial advisor Port Charlotte FL
Jeffrey J. Tamas
CRD#: 6481613
1620 Tamiami Trail Suite 100, Port Charlotte, FL 33948

Jeffrey Tamas (CRD# 6481613) 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.

54
Michael Tran, financial advisor Westminster CA
Michael T. Tran
CRD#: 7815425
Westminster, CA

Michael Tran (CRD# 7815425) is an Investment Advisor Representative working at Portfolio Medics, LLC in Westminster, CA and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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