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PORTFOLIO ADVISORS LLC

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

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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 StatusApproved
Firm CRD#105981
SEC#801-46369
Assets Managed by Firm$42,237,636,380
No. of Clients116
No. of Advisors158

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 ClientsAUM
Firm Total116$42,237,636,380
Pension and profit sharing plans5$1,068,376,810
Charitable organizationsFewer than 5 clients$1,811,390,502

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