Portfoliopro, Llc (dba Portfoliopro.com)
Portfoliopro, Llc (dba Portfoliopro.com) (CRD# 149114) is a financial advisory firm headquartered in Charlotte, NC. They manage $1,387,105 in 33 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts33ACCOUNTS
Average Account Value$42,033
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
Sanjay Gautam (CRD# 3189081) is an Investment Advisor Representative working at Portfoliopro, Llc (dba Portfoliopro.com) in Charlotte, NC and has over 19 years of experience in the finance industry.