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PORTFOLIO INTEGRATION, LLC
GREENWICH, CT
203-325-3256
SEC #801-67937Total AUM
$41.6M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2 SOUNDVIEW DRIVE, SUITE 100
GREENWICH
CT 06830
USA
GREENWICH
CT 06830
USA
Operating Hours
9-5
Monday - Friday
Monday - Friday
Phone
203-325-3256
Financials
Total AUM
$41.6M
Accounts
5Discretionary
$0
Accounts
0Non-Discretionary
$41.6M
Accounts
5
Clients
None reported
Services
Services Offered
Pension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CT
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.