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Building 2PORTFOLIO RESOURCES ADVISOR GROUP, INC.

Map pinCORAL GABLES, FL
Phone305-372-0299
NotebookSEC #801-111808
Total AUM
$121.9M
Employees
17
Clients
349

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4000 PONCE DE LEON BLVD STE 670
CORAL GABLES
FL 33146
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
305-372-0299
Other Offices
10

ReceiptFinancials

Total AUM
$121.9M
Accounts
428
Discretionary
$121.7M
Accounts
427
Non-Discretionary
$162.9K
Accounts
1

ContactClients

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Individual Clients
307
AUM
$82.9M
HNW Individual Clients
11
AUM
$18.2M
Pension/Profit Sharing Plan Clients
1
AUM
$13.5K
Corporation or Business Clients
30
AUM
$20.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO False Statement FindingSRO Rule Violation
State Registrations
FLNYPATX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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