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).

By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    290
    ACCOUNTS
  • Average Account Value
    $82,730
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
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.

CA, FL, NJ, NY

Financial Advisors at Portnoff Financial LLC
Showing 1 - 2 of 2 top financial advisors.
1
Christopher R. Banko
CRD#: 6556037
655 Amboy Avenue, Suite 107, Woodbridge, NJ 07095
87
Wealthminder
score

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.

2
Jeremy E. Portnoff
CRD#: 4577877
Woodbridge, NJ
76
Wealthminder
score

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.