← Back to searchVisit website
ADVISORENGINE PORTFOLIO SOLUTIONS INC.
CRD 336317 · SEC 801-134392
1616 E MILLBROOK ROAD, SUITE 210, RALEIGH, NC, 27609, United States
Phone
888-225-7216
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$176.4M
Discretionary AUM
$176.4M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-06-18
Disciplinary history
No
Services
Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Other investment advisers | 3 | $176.4M |
States served
NY, NC
All web addresses on file
Official SEC filing: View on IAPD