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Building 2PORTFOLIO MEDICS, LLC

Map pinBONITA SPRINGS, FL
Phone(239) 444-1766
NotebookSEC #801-113846
Total AUM
$780.5M
Employees
75
Clients
2,929

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
27499 RIVERVIEW CENTER BLVD
SUITE 406
BONITA SPRINGS
FL 34134
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
(239) 444-1766
Other Offices
8

ReceiptFinancials

Total AUM
$780.5M
Accounts
3,805
Discretionary
$770.6M
Accounts
3,761
Non-Discretionary
$9.8M
Accounts
44

ContactClients

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Individual Clients
2,890
AUM
$765.5M
HNW Individual Clients
39
AUM
$14.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMIMNMONCNENHNJNVNYOHOKORPASCSDTNTXUTVAWAWIWV

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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