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PORTFOLIO ADVISORS LLC
DARIEN, CT
203-662-3456
SEC #801-46369Total AUM
$47.8B
Employees
164Clients
118Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
9 OLD KINGS HIGHWAY SOUTH
DARIEN
CT 06820
United States
DARIEN
CT 06820
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Monday - Friday
Phone
203-662-3456
Other Offices
8
Financials
Total AUM
$47.8B
Accounts
123Discretionary
$29.5B
Accounts
104Non-Discretionary
$18.3B
Accounts
19
Clients
Investment Company Clients
1AUM
$1.7B
Pooled Vehicle Clients
113AUM
$24.7B
Pension/Profit Sharing Plan Clients
1AUM
$1.1B
Charitable Organization Clients
1AUM
$2.3B
Government Entity Clients
1AUM
$18.1B
Insurance Company Clients
1AUM
$8.6M
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
AKARAZCACOCTDCDEFLGAIAILINKSLAMAMDMIMNMONCNDNENJNVNYOHOKORPASCSDTNTXUTVAWAWI
Affiliates
Affiliates
Reported 78 business affiliates.
Claimed Affiliates
Reported as an affiliate by 10 other businesses.