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PORTFOLIO ADVISORY COUNCIL,L.L.C.
PORTFOLIO ADVISORY COUNCIL, L.L.C.
CRD 107465 · SEC 801-27691
3 GREENWAY PLAZA, SUITE 1776, HOUSTON, TX, 77046, United States
Phone
713.574.6015
Fax
713.622.3950
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$494.9M
Discretionary AUM
$394.4M
Team
9 total employees; 6 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 420 | $253.0M |
| High net worth individuals | 130 | $141.3M |
| Pension/profit sharing plans | 17 | $100.6M |
States served
CA, CO, KS, LA, MN, WA, TX
All web addresses on file
Official SEC filing: View on IAPD