Overview
Assets Under Management: $373 million
Headquarters: ALBUQUERQUE, NM
High-Net-Worth Clients: 112
Average Client Assets: $2 million
Frequently Asked Questions
PORTFOLIO, LLC 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 #145687), PORTFOLIO, LLC is subject to fiduciary duty under federal law.
PORTFOLIO, LLC is headquartered in ALBUQUERQUE, NM.
PORTFOLIO, LLC serves 112 high-net-worth clients according to their SEC filing dated January 10, 2025. View client details ↓
According to their SEC Form ADV, PORTFOLIO, LLC offers financial planning and portfolio management for individuals. View all service details ↓
PORTFOLIO, LLC manages $373 million in client assets according to their SEC filing dated January 10, 2025.
According to their SEC Form ADV, PORTFOLIO, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 112
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.48
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 750
Discretionary Accounts: 750
Regulatory Filings
CRD Number: 145687
Last Filing Date: 2025-01-10 00:00:00
Website: https://portfoliollc.com