Portside Investment Advisors, LLC
Portside Investment Advisors, LLC (CRD# 294494) is a financial advisory firm headquartered in Mequon, WI. They manage $55,912,190 in 162 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management56MILLION
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Total Number of Accounts162ACCOUNTS
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Average Account Value$345,137
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
WI
Eric Arvold (CRD# 1659290) is an Investment Advisor Representative working at Portside Investment Advisors, LLC in Mequon, WI and has over 37 years of experience in the finance industry.
Michael Holloway (CRD# 4783026) is an Investment Advisor Representative working at Portside Investment Advisors, LLC in Mequon, WI and has over 6 years of experience in the finance industry.
Kathleen Pederson (CRD# 5320577) is an Investment Advisor Representative working at Portside Investment Advisors, LLC in Mequon, WI and has over 16 years of experience in the finance industry.