Overview
Assets Under Management: $502 million
Headquarters: ENCINO, CA
High-Net-Worth Clients: 1
Average Client Assets: $152 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 30.21
Average High-Net-Worth Client Assets: $152 million
Total Client Accounts: 481
Discretionary Accounts: 481
Regulatory Filings
CRD Number: 318127
Filing ID: 2000622
Last Filing Date: 2025-06-27 16:03:00
Website: https://portfoliolabs.com