Pragmatic Portfolios, LLC

Pragmatic Portfolios, LLC (CRD# 153764) is a financial advisory firm headquartered in , . They manage $67,623,942 in 219 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.linkedin.com/company/pragmatic-portfolios-llc
By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    219
    ACCOUNTS
  • Average Account Value
    $308,785
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
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 Thorpe, financial advisor Durham NC
Steven R. Thorpe
CRD#: 5788788
Durham, NC

Steven Thorpe (CRD# 5788788) is an Investment Advisor Representative working at Pragmatic Portfolios, LLC in Durham, NC and has over 14 years of experience in the finance industry.

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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