Overview
Assets Under Management: $373 million
Headquarters: ALBUQUERQUE, NM
High-Net-Worth Clients: 112
Average Client Assets: $2 million
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