Portico Wealth Advisors, LLC
Portico Wealth Advisors, LLC (CRD# 151794) is a financial advisory firm headquartered in Larkspur, CA. They manage $232,348,843 in 296 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management232MILLION
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Total Number of Accounts296ACCOUNTS
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Average Account Value$784,962
Compensation Options
- A percentage of assets under your management
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Portico Wealth Advisors, LLC
1
Jonathan Leidy (CRD# 4192876) is an Investment Advisor Representative working at Portico Wealth Advisors, LLC in Larkspur, CA and has over 23 years of experience in the finance industry.
2
David Tarantino (CRD# 1886426) is an Investment Advisor Representative working at Portico Wealth Advisors, LLC in Larkspur, CA and has over 29 years of experience in the finance industry.
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