Be advised. This firm is no longer registered.

Portnoff Financial LLC

Portnoff Financial LLC (CRD# 135099) is a financial advisory firm headquartered in Mission Viejo, CA. They manage $28,862,542 in 194 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    194
    ACCOUNTS
  • Average Account Value
    $148,776
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Portnoff Financial LLC
No Advisor Found.
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