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Building 2PORTIA INVESTMENT ADVSORS LTD

Map pinLONDON
Phone447887998248
NotebookSEC #801-78150
Total AUM
$1.2M
Employees
1
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
124 CITY ROAD
LONDON
EC1V 2NX
United Kingdom
Operating Hours
9AM - 5PM
Monday - Friday
Phone
447887998248
Other Offices
1

ReceiptFinancials

Total AUM
$1.2M
Accounts
5
Discretionary
$0
Accounts
0
Non-Discretionary
$1.2M
Accounts
5

ContactClients

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HNW Individual Clients
1
AUM
$1.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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