PORTFOLIO MANAGEMENT, LLC

500 West 2nd Street
Suite 1900
Austin, Texas 78701
Tel: 281-494-1919

About PORTFOLIO MANAGEMENT, LLC

PORTFOLIO MANAGEMENT, LLC, formally registered with the SEC as PORTFOLIO MANAGEMENT, LLC. The firm was established in 08/03/1992. They have over 2 offices throughout the country.

PORTFOLIO MANAGEMENT, LLC is a Austin, Texas based Financial Planning firm with nearly $140,165,347 assets under management, offering retirement planning & investment advisory services to 334 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107129
SEC#	801-42052
Assets Managed by Firm	$140,165,347
No. of Clients	334
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	334	$140,165,347
Individuals (other than high net worth individuals)	70	$21,741,326
High net worth individuals	49	$118,424,021

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