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ETF PORTFOLIO MANAGEMENT LLC
CRD 145698
2945 TOWNSGATE ROAD, SUITE 200, WESTLAKE VILLAGE, CA, 91361, United States
Phone
866-409-5844 TOLL FREE
Fax
805-480-1111
Registration
— (—)
Source
State registered
Total AUM
$16.4M
Discretionary AUM
$16.4M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-29
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $8.6M |
| High net worth individuals | 5 | $7.1M |
| Charitable organizations | 1 | $674K |
All web addresses on file
Official SEC filing: View on IAPD