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PORTFOLIO RESOURCES ADVISOR GROUP, INC.
Tel: 305-372-0299
4000 Ponce De Leon Blvd Ste 670 Coral Gables, Florida 33146
PORTFOLIO RESOURCES ADVISOR GROUP, INC.
PORTFOLIO RESOURCES ADVISOR GROUP, INC. is a Coral Gables, Florida based financial advisory firm with nearly $115,963,278 in assets under management and provides investment advisory services for 362 clients. There are currently 16 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
144601
SEC#:
801-111808
No. of Clients:
362
Assets under Management
$115,963,278
No. of Advisors:
16
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