Research & Portfolio Management

Research & Portfolio Management (CRD# 157609) is a financial advisory firm headquartered in Fort Mitchell, KY. They manage $62,200,000 in 165 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    165
    ACCOUNTS
  • Average Account Value
    $376,970
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

CA, KY, OH

Financial Advisors at Research & Portfolio Management
Showing 1 - 3 of 3 top financial advisors.
1
Luann Driscoll
CRD#: 2104222
634 Buttermilk Pike, Fort Mitchell, KY 41017
93
Wealthminder
score

Luann Driscoll (CRD# 2104222) is an Investment Advisor Representative working at Research & Portfolio Management in Fort Mitchell, KY and has over 19 years of experience in the finance industry.

2
Michael L. Weber
CRD#: 5733392
634 Buttermilk Pike, Fort Mitchell, KY 41017
93
Wealthminder
score

Michael Weber (CRD# 5733392) is an Investment Advisor Representative working at Research & Portfolio Management in Fort Mitchell, KY and has over 6 years of experience in the finance industry.

3
Michael C. Weber
CRD#: 1255635
634 Buttermilk Pike, Fort Mitchell, KY 41017
93
Wealthminder
score

Michael Weber (CRD# 1255635) is an Investment Advisor Representative working at Research & Portfolio Management in Fort Mitchell, KY and has over 32 years of experience in the finance industry.

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