Portia Capital Management

Portia Capital Management (CRD# 286662) is a financial advisory firm headquartered in Fort Worth, TX. They manage $59,658,615 in 556 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4127 Trails End Drive, Suite 1911, Fort Worth, TX 76116
https://www.linkedin.com/company/portiacapitalmanagement/
By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    556
    ACCOUNTS
  • Average Account Value
    $107,300
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Portia Capital Management
Showing 1 - 1 of 1 top financial advisors.
1
Michelle Connell, financial advisor Fort Worth TX
Michelle P. Connell
CRD#: 2526305
Fort Worth, TX

Michelle Connell (CRD# 2526305) is an Investment Advisor Representative working at Portia Capital Management in Fort Worth, TX and has over 28 years of experience in the finance industry.

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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