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PORTFOLIO ADVISORY GROUP, INC.
CRD 116011 · SEC 801-135985
5425 DUKE STREET, ALEXANDRIA, VA, 22304, United States
Phone
703-461-9193
Fax
703-823-0834
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$115.8M
Discretionary AUM
$114.0M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 37 | $16.3M |
| High net worth individuals | 34 | $98.2M |
States served
VA, FL
Official SEC filing: View on IAPD