Research & Portfolio Management
Research & Portfolio Management (CRD# 157609) is a financial advisory firm headquartered in Crescent Springs, KY. They manage $105,415,736 in 480 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management105MILLION
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Total Number of Accounts480ACCOUNTS
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Average Account Value$219,616
- A percentage of assets under your management
- Commissions
- Portfolio management for individuals and/or small businesses
KY, OH
Luann Driscoll (CRD# 2104222) is an Investment Advisor Representative working at Research & Portfolio Management in Crescent Springs, KY and has over 26 years of experience in the finance industry.
Michael Weber (CRD# 5733392) is an Investment Advisor Representative working at Research & Portfolio Management in Crescent Springs, KY and has over 14 years of experience in the finance industry.
Michael Weber (CRD# 1255635) is an Investment Advisor Representative working at Research & Portfolio Management in Crescent Springs, KY and has over 39 years of experience in the finance industry.