Portsmouth Financial Services

Portsmouth Financial Services (CRD# 13980) is a financial advisory firm headquartered in San Francisco, CA. They manage $26,854,482 in 117 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    117
    ACCOUNTS
  • Average Account Value
    $229,525
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 17 top financial advisors.
1
Renee E. Amochaev
CRD#: 3253371
701a 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 18 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 16 years of experience in the finance industry.

3
Thomas F. Caraisco
CRD#: 40176
250 Montgomery Street, Suite 200, San Francisco, CA 94104
93
Wealthminder
score

Thomas Caraisco (CRD# 40176) is an Investment Advisor Representative working at Portsmouth Financial Services in San Francisco, CA and has over 26 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
Chun Lung Chu
CRD#: 5195506
7f-1 396 Keelung Road, Sec 1, Taipei,
93
Wealthminder
score

Chun Lung Chu (CRD# 5195506) is an Investment Advisor Representative working at Portsmouth Financial Services in Taipei, and has over 10 years of experience in the finance industry.

6
Jon S. Hatten
CRD#: 4646092
250 Montgomery Street, Suite 200, San Francisco, CA 94104
93
Wealthminder
score

Jon Hatten (CRD# 4646092) 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.

7
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 19 years of experience in the finance industry.

8
Edward J. Mercier
CRD#: 1370339
505 Montgomery Street, 11th Floor, San Francisco, CA 94111
93
Wealthminder
score

Edward Mercier (CRD# 1370339) is an Investment Advisor Representative working at Portsmouth Financial Services in San Francisco, CA and has over 24 years of experience in the finance industry.

9
Michael E. Mosher
CRD#: 2384867
1 California Street, Suite 2450, San Francisco, CA 94111
93
Wealthminder
score

Michael Mosher (CRD# 2384867) is an Investment Advisor Representative working at Portsmouth Financial Services in San Francisco, CA and has over 24 years of experience in the finance industry.

10
Daniel W. Roberts
CRD#: 400856
250 Montgomery Street, Suite 200, San Francisco, CA 94104
93
Wealthminder
score

Daniel Roberts (CRD# 400856) 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.

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