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PORTFOLIO RESOURCES ADVISOR GROUP, INC.
CRD 144601 · SEC 801-111808
4000 PONCE DE LEON BLVD STE 670, CORAL GABLES, FL, 33146, United States
Phone
305-372-0299
Fax
305-372-0499
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$121.9M
Discretionary AUM
$121.7M
Team
17 total employees; 15 advisory reps; 13 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2025-10-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 307 | $82.9M |
| High net worth individuals | 11 | $18.2M |
| Pension/profit sharing plans | 1 | $14K |
| Corporations/business entities | 30 | $20.7M |
States served
NY, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD