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Building 2PORTFOLIO ADVISORY GROUP, INC.

Map pinALEXANDRIA, VA
Phone703-461-9193
NotebookSEC #801-69130
Total AUM
$36.1M
Employees
3
Clients
0

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
$36.1M
Accounts
84
Discretionary
$31.9M
Accounts
75
Non-Discretionary
$4.1M
Accounts
9

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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