Pragmatic Portfolios, LLC

Pragmatic Portfolios, LLC (CRD# 153764) is a financial advisory firm headquartered in , . They manage $20,944,094 in 127 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    127
    ACCOUNTS
  • Average Account Value
    $164,914
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
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.

NC

Financial Advisors at Pragmatic Portfolios, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Steven R. Thorpe
CRD#: 5788788
Durham, NC
93
Wealthminder
score

Steven Thorpe (CRD# 5788788) is an Investment Advisor Representative working at Pragmatic Portfolios, LLC in Durham, NC and has over 6 years of experience in the finance industry.

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