Overview
Assets Under Management: $269 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 100
Average Client Assets: $2.5 million
Frequently Asked Questions
MUNICIPAL PORTFOLIO MANAGERS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #120434), MUNICIPAL PORTFOLIO MANAGERS, INC. is subject to fiduciary duty under federal law.
MUNICIPAL PORTFOLIO MANAGERS, INC. is headquartered in ATLANTA, GA.
MUNICIPAL PORTFOLIO MANAGERS, INC. serves 100 high-net-worth clients according to their SEC filing dated March 24, 2018. View client details ↓
According to their SEC Form ADV, MUNICIPAL PORTFOLIO MANAGERS, INC. offers portfolio management for individuals. View all service details ↓
MUNICIPAL PORTFOLIO MANAGERS, INC. manages $269 million in client assets according to their SEC filing dated March 24, 2018.
According to their SEC Form ADV, MUNICIPAL PORTFOLIO MANAGERS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 100
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.29%
Average Client Assets: $2.5 million
Total Client Accounts: 106
Discretionary Accounts: 106
Regulatory Filings
CRD Number: 120434
Filing ID: 1197665
Last Filing Date: 2018-03-24 08:54:00