Portsmouth Financial Services

Portsmouth Financial Services (CRD# 13980) is a financial advisory firm headquartered in San Francisco, CA. They manage $19,932,903 in 129 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    129
    ACCOUNTS
  • Average Account Value
    $154,519
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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

Financial Advisors at Portsmouth Financial Services
Showing 1 - 10 of 14 top financial advisors.
1
Renee E. Amochaev
CRD#: 3253371
643 Fourth Street, Santa Rosa, CA 95404
93
Wealthminder
score

Renee Amochaev (CRD# 3253371) is an Investment Advisor Representative working at Portsmouth Financial Services in Santa Rosa, CA and has over 17 years of experience in the finance industry.

2
John P. Bankovitch
CRD#: 3230484
250 Montgomery Street, Suite 200, San Francisco, CA 94104
93
Wealthminder
score

John Bankovitch (CRD# 3230484) is an Investment Advisor Representative working at Portsmouth Financial Services in San Francisco, CA and has over 14 years of experience in the finance industry.

3
Thomas F. Caraisco
CRD#: 40176
Wilmington, NC
93
Wealthminder
score

Thomas Caraisco (CRD# 40176) is an Investment Advisor Representative working at Portsmouth Financial Services in Wilmington, NC and has over 24 years of experience in the finance industry.

4
Echo C. Chien
CRD#: 2750051
250 Montgomery Street, Suite 200, San Francisco, CA 94104
93
Wealthminder
score

Echo Chien (CRD# 2750051) is an Investment Advisor Representative working at Portsmouth Financial Services in San Francisco, CA and has over 20 years of experience in the finance industry.

5
Todd E. Hurlbut
CRD#: 3076899
1099 E Street, San Rafael, CA 94901
93
Wealthminder
score

Todd Hurlbut (CRD# 3076899) is an Investment Advisor Representative working at Portsmouth Financial Services in San Rafael, CA and has over 17 years of experience in the finance industry.

6
Daniel W. Roberts
CRD#: 400856
314 Karen Way, Tiburon, CA 94920
93
Wealthminder
score

Daniel Roberts (CRD# 400856) is an Investment Advisor Representative working at Portsmouth Financial Services in Tiburon, CA and has over 35 years of experience in the finance industry.

7
Jantz C. Hoffman
CRD#: 4854438
250 Montgomery Street, Suite 200, San Francisco, CA 94104
89
Wealthminder
score

Jantz Hoffman (CRD# 4854438) is an Investment Advisor Representative working at Portsmouth Financial Services in San Francisco, CA and has over 3 years of experience in the finance industry.

8
Jake N. Birnberg
CRD#: 1747677
1099 E Street, San Rafael, CA 94901
88
Wealthminder
score

Jake Birnberg (CRD# 1747677) is an Investment Advisor Representative working at Portsmouth Financial Services in San Rafael, CA and has over 2 years of experience in the finance industry.

9
Scott P. Lowry
CRD#: 313641
250 Montgomery Street, Suite 200, San Francisco, CA 94104
83
Wealthminder
score

Scott Lowry (CRD# 313641) is an Investment Advisor Representative working at Portsmouth Financial Services in San Francisco, CA and has over 35 years of experience in the finance industry.

10
Robert Sheh
CRD#: 1569187
Fremont, CA
83
Wealthminder
score

Robert Sheh (CRD# 1569187) is an Investment Advisor Representative working at Portsmouth Financial Services in Fremont, CA and has over 17 years of experience in the finance industry.

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