PORTFOLIO RESOURCES ADVISOR GROUP, INC.

4000 Ponce De Leon Blvd Ste 670
Coral Gables, Florida 33146
Tel: 305-372-0299

About PORTFOLIO RESOURCES ADVISOR GROUP, INC.

PORTFOLIO RESOURCES ADVISOR GROUP, INC, formally registered with the SEC as PORTFOLIO RESOURCES ADVISOR GROUP, INC. The firm was established in 10/06/2017. They have over 11 offices throughout the country.

PORTFOLIO RESOURCES ADVISOR GROUP, INC. is a Coral Gables, Florida based Financial Planning firm with nearly $115,963,278 assets under management, offering retirement planning & investment advisory services to 362 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	144601
SEC#	801-111808
Assets Managed by Firm	$115,963,278
No. of Clients	362
No. of Advisors	16

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
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	362	$115,963,278
Individuals (other than high net worth individuals)	301	$82,005,370
High net worth individuals	8	$13,230,071
Pension and profit sharing plans	1	$12,057
Corporations or other businesses	27	$20,715,780

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