Be advised. This firm is no longer registered.

Portfolio Wisdom

Portfolio Wisdom (CRD# 150730) is a financial advisory firm headquartered in , . They manage $2,817,733 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.portfoliowisdom.com
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $281,773
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TN

Financial Advisors at Portfolio Wisdom
No Advisor Found.

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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