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MARKIZ WEALTH MANAGEMENT
PORTLAND FINANCIAL ADVISORS INC
CRD 127371 · SEC 801-115289
NY, United States
Phone
503-805-3485
Fax
516-467-4044
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$105.8M
Discretionary AUM
$105.8M
Team
2 total employees; 1 advisory reps
Clients
11-25
Fees
Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $8.7M |
| High net worth individuals | 33 | $95.9M |
States served
NY, OR, WA
All web addresses on file
Official SEC filing: View on IAPD