Portico Financial Group, LLC

Portico Financial Group, LLC (CRD# 168810) is a financial advisory firm headquartered in , . They manage $10,858,151 in 96 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    96
    ACCOUNTS
  • Average Account Value
    $113,106
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
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.

TX, WI

Financial Advisors at Portico Financial Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael T. Karbouski
CRD#: 1601923
12740 WITHERS WAY, AUSTIN, TX 78727
101
Wealthminder
score

Michael Karbouski (CRD# 1601923) is an Investment Advisor Representative working at Portico Financial Group, LLC in , and has over 27 years of experience in the finance industry. Michael Karbouski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

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