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 15 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 25 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 21 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 18 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 36 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 4 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 3 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 36 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.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.