Overview
Assets Under Management: $232 million
Headquarters: LARKSPUR, CA
High-Net-Worth Clients: 55
Average Client Assets: $3 million
Frequently Asked Questions
PORTICO WEALTH ADVISORS, 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 #151794), PORTICO WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
PORTICO WEALTH ADVISORS, LLC is headquartered in LARKSPUR, CA.
PORTICO WEALTH ADVISORS, LLC serves 55 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, PORTICO WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
PORTICO WEALTH ADVISORS, LLC manages $232 million in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, PORTICO WEALTH ADVISORS, LLC 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: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.50
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 296
Discretionary Accounts: 296
Regulatory Filings
CRD Number: 151794
Last Filing Date: 2024-03-28 00:00:00
Website: https://porticowealth.com