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Home > Retirement Planners > texas > austin > PORTFOLIO MANAGEMENT, LLC
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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