Portsmouth Financial Services, Inc.

Portsmouth Financial Services, Inc. (CRD# 13980) is a financial advisory firm headquartered in San Francisco, CA. They manage $3,671,748 in 31 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
601 Montgomery Street, Suite 1950, San Francisco, CA 94111
https://www.portsmouthfinancial.com
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $118,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Portsmouth Financial Services, Inc.
No Advisor Found.

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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