27499 Riverview Center Blvd
Suite 406
Bonita Springs, Florida 34134
Tel: (239) 444-1766
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$433,814,330,581 | 1070028 | 13966 | |
$397,045,307,119 | 26 | 2932 | |
$344,868,106,925 | 1030208 | 6727 | |
$120,567,542,959 | 727 | 189 | |
$118,191,936,095 | 97020 | 845 |
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