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Building 2PORTFOLIO ADVISORY GROUP, INC.

Map pinALEXANDRIA, VA
Phone703-461-9193
NotebookSEC #801-135985
Total AUM
$115.8M
Employees
2
Clients
72

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5425 DUKE STREET
ALEXANDRIA
VA 22304
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
703-461-9193

ReceiptFinancials

Total AUM
$115.8M
Accounts
180
Discretionary
$114M
Accounts
176
Non-Discretionary
$1.8M
Accounts
4

ContactClients

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Individual Clients
37
AUM
$16.3M
HNW Individual Clients
34
AUM
$98.2M
Charitable Organization Clients
1
AUM
$1.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLVA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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