PORTSIDE WEALTH GROUP, LLC

3507 N University Ave
Suite 150
Provo, Utah 84604
Tel: 385-412-1222

About PORTSIDE WEALTH GROUP, LLC

PORTSIDE WEALTH GROUP, LLC, formally registered with the SEC as PORTSIDE WEALTH GROUP, LLC. The firm was established in 03/24/2023. They have over 35 offices throughout the country.

PORTSIDE WEALTH GROUP, LLC is a Provo, Utah based Financial Planning firm with nearly $1,125,318,236 assets under management, offering retirement planning & investment advisory services to 6507 clients. The firm is staffed with 43 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	325175
SEC#	801-127529
Assets Managed by Firm	$1,125,318,236
No. of Clients	6507
No. of Advisors	43

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	6507	$1,125,318,236
Individuals (other than high net worth individuals)	3470	$641,297,211
High net worth individuals	1730	$320,648,606
Pension and profit sharing plans	85	$101,516,275
Charitable organizations	4	$13,651,389
Corporations or other businesses	95	$48,204,755

More Retirement Planning firms in Provo, Utah:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Provo, Utah

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.