Portnoff Financial LLC
Portnoff Financial LLC (CRD# 135099) is a financial advisory firm headquartered in Woodbridge, NJ. They manage $23,991,635 in 290 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management24MILLION
Total Number of Accounts290ACCOUNTS
Average Account Value$82,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
CA, FL, NJ, NY
Christopher Banko (CRD# 6556037) is an Investment Advisor Representative working at Portnoff Financial LLC in Woodbridge, NJ and has 1 year of experience in the finance industry.
Jeremy Portnoff (CRD# 4577877) is an Investment Advisor Representative working at Portnoff Financial LLC in Woodbridge, NJ and has over 14 years of experience in the finance industry. Jeremy Portnoff 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 put clients' interests first and comply with the Financial Planning Practice Standards.