Portfolio123 Advisor

Portfolio123 Advisor (CRD# 283900) is a financial advisory firm headquartered in Chicago, IL. They manage $409,421 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Portfolio123 Advisor
Showing 1 - 1 of 1 top financial advisors.
Marc Gerstein
CRD#: 6784734
401 S. Lasalle Street, Suite 1500, Chicago, IL 60605

Marc Gerstein (CRD# 6784734) is an Investment Advisor Representative working at Portfolio123 Advisor in Chicago, IL and has 1 year of experience in the finance industry.

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