PORTFOLIO MEDICS, LLC

CRD 145958 · SEC 801-113846

Visit website

27499 RIVERVIEW CENTER BLVD, SUITE 406, BONITA SPRINGS, FL, 34134, United States

Phone

(239) 444-1766

Fax

775-806-6006

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$780.5M

Discretionary AUM

$770.6M

Team

75 total employees; 75 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-05

Disciplinary history

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

Type	Clients	AUM
Individuals	2890	$765.5M
High net worth individuals	39	$14.9M

States served

AL, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, NE, NV, NJ, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WV, WI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

HTTP://WWW.PORTFOLIOMEDICS.COM
https://www.youtube.com/@PortfolioMedics

Official SEC filing: View on IAPD