Portolan Financial Planning LLC

Portolan Financial Planning LLC (CRD# 291370) is a financial advisory firm headquartered in , . They manage $6,885,074 in 90 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://twitter.com/portolanfp
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $76,501
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
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA

Financial Advisors at Portolan Financial Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
Thomas Figgatt, financial advisor Durham NC
Thomas C. Figgatt
CRD#: 6887506
Durham, NC

Thomas Figgatt (CRD# 6887506) is an Investment Advisor Representative working at Portolan Financial Planning LLC in Durham, NC and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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