Portfoliopro, Llc (dba Portfoliopro.com)

Portfoliopro, Llc (dba Portfoliopro.com) (CRD# 149114) is a financial advisory firm headquartered in Charlotte, NC. They manage $1,173,042 in 32 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $36,658
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

NC

Financial Advisors at Portfoliopro, Llc (dba Portfoliopro.com)
Showing 1 - 1 of 1 top financial advisors.
1
Sanjay Gautam
CRD#: 3189081
6135 Park South Dr, Suite 510, Charlotte, NC 28210
93
Wealthminder
score

Sanjay Gautam (CRD# 3189081) is an Investment Advisor Representative working at Portfoliopro, Llc (dba Portfoliopro.com) in Charlotte, NC and has over 17 years of experience in the finance industry.

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