9 Old Kings Highway South
Darien, Connecticut 06820
Tel: 203-662-3456
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$172,101,281,944 | 15 | 2872 | |
$171,751,270,410 | 133 | 1196 | |
$132,541,536,421 | 294 | 573 | |
$110,207,824,026 | 170 | 296 | |
$107,251,821,000 | 4 | 524 |
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