Profolio Investments

Profolio Investments (CRD# 173241) is a financial advisory firm headquartered in Jersey City, NJ. They manage $4,000,000 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $200,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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.

NJ

Financial Advisors at Profolio Investments
Showing 1 - 1 of 1 top financial advisors.
1
Michael L. Scheel
CRD#: 5003698
Jersey City, NJ
68
Wealthminder
score

Michael Scheel (CRD# 5003698) is an Investment Advisor Representative working at Profolio Investments in Jersey City, NJ and has over 11 years of experience in the finance industry.

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