RIA Intel›Advisers›Florida›PORTFOLIO RESOURCES ADVISOR GROUP, INC.

PORTFOLIO RESOURCES ADVISOR GROUP, INC.

Advisory

N·CORAL GABLES, FL

Data as of Nov 15, 2024 · Source: SEC Form ADV

Total AUM
$122M
1-Year AUM Growth
+7.5%
3-Year CAGR
+1.6%
Employees
15
Assets Under Management
Total AUM$122M
Discretionary AUM$122M
Non-Discretionary AUM$163K
Discretionary %99.9%
Total Clients349
Team
Total Employees15
Investment Advisers17
Employee Growth (1Y)-11.1%
Filing History
Total Filings on Record54
First FilingApr 11, 2008
Latest FilingNov 15, 2024
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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