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PORTFOLIO ADVISORS LLC
CRD 105981 · SEC 801-46369
9 OLD KINGS HIGHWAY SOUTH, DARIEN, CT, 06820, United States
Phone
203-662-3456
Fax
203-662-0013
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$47.84B
Discretionary AUM
$29.53B
Team
164 total employees; 83 advisory reps; 4 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $1.69B |
| Pooled investment vehicles | 113 | $24.68B |
States served
AK, AZ, AR, CA, CO, DE, DC, GA, IL, IN, IA, KS, LA, MD, MA, MI, MN, NE, NV, NJ, NY, NC, ND, OH, OK, OR, PA, SC, TN, UT, VA, WI, MO, WA, TX, CT, FL, SD
All web addresses on file
- https://www.futurestandard.com/
- https://www.linkedin.com/company/portfolio-advisors/
- https://portad.com
- https://www.linkedin.com/company/futurestandardfs/
- https://www.youtube.com/@futurestandardfs
- https://x.com/MichaelFormanFS
- https://www.facebook.com/fsfuturestandard
- https://www.instagram.com/futurestandardfs/
- https://www.linkedin.com/in/michael-forman/
- https://x.com/TroyGayeski
- https://x.com/futurestandard
- https://open.spotify.com/show/1bNRLpYa1IuvcEyTA8AtMc
- https://podcasts.apple.com/us/podcast/fireside-a-podcast-series-from-future-standard/id1561214982
- https://music.amazon.com/es-us/podcasts/8e15a78f-46f8-4204-bfb5-40a49123a106/fireside-a-podcast-series-from-fs-investments
- https://www.linkedin.com/in/troy-a-gayeski-cfa-720366197/
- https://podcastindex.org/podcast/2757367
- https://podcastaddict.com/podcast/fireside-a-podcast-series-from-future-standard/3323566
- https://player.fm/series/fireside-a-podcast-series-from-future-standard
Official SEC filing: View on IAPD