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).
Total Assets Under Management0MILLION
Total Number of Accounts4ACCOUNTS
Average Account Value$102,355
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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.