PORTFOLIO MEDICS, LLC

27499 Riverview Center Blvd
Suite 406
Bonita Springs, Florida 34134
Tel: (239) 444-1766

About PORTFOLIO MEDICS, LLC

PORTFOLIO MEDICS, LLC, formally registered with the SEC as PORTFOLIO MEDICS, LLC. The firm was established in 08/16/2018. They have over 9 offices throughout the country.

PORTFOLIO MEDICS, LLC is a Bonita Springs, Florida based Financial Planning firm with nearly $499,609,065 assets under management, offering retirement planning & investment advisory services to 2499 clients. The firm is staffed with 75 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	145958
SEC#	801-113846
Assets Managed by Firm	$499,609,065
No. of Clients	2499
No. of Advisors	75

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2499	$499,609,065
Individuals (other than high net worth individuals)	2479	$453,480,121
High net worth individuals	20	$46,128,944

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