Portside Wealth Group, LLC

Portside Wealth Group, LLC (CRD# 325175) is a financial advisory firm headquartered in Provo, UT. They manage $884,770,030 in 10,048 accounts and serve the financial needs of clients across 36 states (or territories).

Current Firm Details
3507 N University Ave, Suite 150, Provo, UT 84604
https://www.facebook.com/alignmentfinancial/
By the Numbers
  • Total Assets Under Management
    885
    MILLION
  • Total Number of Accounts
    10,048
    ACCOUNTS
  • Average Account Value
    $88,054
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, LA, MD, MI, MN, MO, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY

Financial Advisors at Portside Wealth Group, LLC
Showing 31 - 33 of 33 top financial advisors.
31
Alyssa Moore, financial advisor South Jordan UT
Alyssa Moore
CRD#: 6977754
4055 S 700 E Suite 207, South Jordan, UT 84095

Alyssa Moore (CRD# 6977754) is an Investment Advisor Representative working at Portside Wealth Group, LLC in South Jordan, UT and has over 2 years of experience in the finance industry.

32
Melinda Perez, financial advisor Provo UT
Melinda K. Perez
CRD#: 7158251
3507 N University Ave, Suite 150, Provo, UT 84604

Melinda Perez (CRD# 7158251) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Provo, UT and has over 4 years of experience in the finance industry.

33
Kyler Redder, financial advisor Burley ID
Kyler J. Redder
CRD#: 5543612
2611 Overland Ave, Burley, ID 83318

Kyler Redder (CRD# 5543612) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Burley, ID and has over 14 years of experience in the finance industry.

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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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