Overview
Assets Under Management: $116 million
Headquarters: ALEXANDRIA, VA
High-Net-Worth Clients: 34
Average Client Assets: $2.9 million
Frequently Asked Questions
PORTFOLIO ADVISORY GROUP, 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 #116011), PORTFOLIO ADVISORY GROUP, INC. is subject to fiduciary duty under federal law.
PORTFOLIO ADVISORY GROUP, INC. is headquartered in ALEXANDRIA, VA.
PORTFOLIO ADVISORY GROUP, INC. serves 34 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, PORTFOLIO ADVISORY GROUP, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
PORTFOLIO ADVISORY GROUP, INC. manages $116 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, PORTFOLIO ADVISORY GROUP, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.79%
Average Client Assets: $2.9 million
Total Client Accounts: 180
Discretionary Accounts: 176
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 116011
Filing ID: 2084199
Last Filing Date: 2026-03-27 15:32:18