Research & Portfolio Management

Research & Portfolio Management (CRD# 157609) is a financial advisory firm headquartered in Crescent Springs, KY. They manage $74,610,481 in 304 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    304
    ACCOUNTS
  • Average Account Value
    $245,429
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, Crescent Springs, KY 41017
93
Wealthminder
score

Luann Driscoll (CRD# 2104222) is an Investment Advisor Representative working at Research & Portfolio Management in Crescent Springs, KY and has over 20 years of experience in the finance industry.

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

Michael Weber (CRD# 5733392) is an Investment Advisor Representative working at Research & Portfolio Management in Crescent Springs, KY and has over 8 years of experience in the finance industry.

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

Michael Weber (CRD# 1255635) is an Investment Advisor Representative working at Research & Portfolio Management in Crescent Springs, KY and has over 34 years of experience in the finance industry.

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