Overview
Assets Under Management: $465 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 120
Average Client Assets: $1 million
Frequently Asked Questions
PORTFOLIO ADVISORY COUNCIL, L.L.C. 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 #107465), PORTFOLIO ADVISORY COUNCIL, L.L.C. is subject to fiduciary duty under federal law.
PORTFOLIO ADVISORY COUNCIL, L.L.C. is headquartered in HOUSTON, TX.
PORTFOLIO ADVISORY COUNCIL, L.L.C. serves 120 high-net-worth clients according to their SEC filing dated March 25, 2025. View client details ↓
According to their SEC Form ADV, PORTFOLIO ADVISORY COUNCIL, L.L.C. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
PORTFOLIO ADVISORY COUNCIL, L.L.C. manages $465 million in client assets according to their SEC filing dated March 25, 2025.
According to their SEC Form ADV, PORTFOLIO ADVISORY COUNCIL, L.L.C. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 120
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 27.73
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 909
Discretionary Accounts: 893
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 107465
Filing ID: 1945856
Last Filing Date: 2025-03-25 07:56:00
Website: https://pacadvisory.com