Overview
Assets Under Management: $140 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 64
Average Client Assets: $2 million
Frequently Asked Questions
PORTFOLIO MANAGEMENT, 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 #107129), PORTFOLIO MANAGEMENT, LLC is subject to fiduciary duty under federal law.
PORTFOLIO MANAGEMENT, LLC is headquartered in AUSTIN, TX.
PORTFOLIO MANAGEMENT, LLC serves 64 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, PORTFOLIO MANAGEMENT, LLC offers portfolio management for individuals. View all service details ↓
PORTFOLIO MANAGEMENT, LLC manages $140 million in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, PORTFOLIO MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.63
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 334
Discretionary Accounts: 334
Regulatory Filings
CRD Number: 107129
Last Filing Date: 2024-03-27 00:00:00
Website: https://www.portmgmt.com