Unclaimed Profile

Adam Gerard Clemens

PORTFOLIO ADVISORS LLC·DARIEN, Connecticut

Clean recordPORTFOLIO ADVISORS LLC

9 OLD KINGS HIGHWAY SOUTH, DARIEN, CT 06820CRD# 2120537Firm CRD# 105981

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam Gerard Clemens · DARIEN, CT

Registration

CRD #2120537 · PORTFOLIO ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Adam Gerard Clemens is a registered financial advisor based in DARIEN, Connecticut, affiliated with PORTFOLIO ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

PORTFOLIO ADVISORS LLC

AUM

$42.2B

Regulatory assets under management

Employees

158

Total firm employees

View all advisors at PORTFOLIO ADVISORS LLC →

Services

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 2120537

Firm CRD# 105981

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Adam Gerard Clemens offer?

Adam Gerard Clemens specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in DARIEN, Connecticut for a consultation.

What are Adam Gerard Clemens's credentials?

Adam Gerard Clemens is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adam Gerard Clemens located?

Adam Gerard Clemens is based in DARIEN, Connecticut, working with PORTFOLIO ADVISORS LLC. Their office serves clients in the DARIEN metropolitan area and surrounding communities.

How does Adam Gerard Clemens charge for services?

Adam Gerard Clemens's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PORTFOLIO ADVISORS LLC?

PORTFOLIO ADVISORS LLC has approximately 158 employees and manages $42.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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