PORTFOLIO ADVISORS LLC

9 Old Kings Highway South
Darien, Connecticut 06820
Tel: 203-662-3456

About PORTFOLIO ADVISORS LLC

PORTFOLIO ADVISORS LLC, formally registered with the SEC as PORTFOLIO ADVISORS LLC. The firm was established in 04/25/1994. They have over 8 offices throughout the country.

PORTFOLIO ADVISORS LLC is a Darien, Connecticut based Financial Planning firm with nearly $42,237,636,380 assets under management, offering retirement planning & investment advisory services to 116 clients. The firm is staffed with 158 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105981
SEC#	801-46369
Assets Managed by Firm	$42,237,636,380
No. of Clients	116
No. of Advisors	158

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	116	$42,237,636,380
Pension and profit sharing plans	5	$1,068,376,810
Charitable organizations	Fewer than 5 clients	$1,811,390,502

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