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John Christopher Conrath

PORTFOLIO MEDICS, LLC·BONITA SPRINGS, Florida
Clean recordPORTFOLIO MEDICS, LLC
27499 RIVERVIEW CENTER BLVD, BONITA SPRINGS, FL 34134CRD# 4686217Firm CRD# 145958

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Christopher Conrath · BONITA SPRINGS, FL
Registration
CRD #4686217 · PORTFOLIO MEDICS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Christopher Conrath is a registered financial advisor based in BONITA SPRINGS, Florida, affiliated with PORTFOLIO MEDICS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PORTFOLIO MEDICS, LLC
PORTFOLIO MEDICS, LLC
AUM
$500M
Regulatory assets under management
Employees
75
Total firm employees
View all advisors at PORTFOLIO MEDICS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4686217
Firm CRD# 145958
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Christopher Conrath offer?
John Christopher Conrath specializes in Financial Planning, Investment Management. Contact their office in BONITA SPRINGS, Florida for a consultation.
What are John Christopher Conrath's credentials?
John Christopher Conrath is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Christopher Conrath located?
John Christopher Conrath is based in BONITA SPRINGS, Florida, working with PORTFOLIO MEDICS, LLC. Their office serves clients in the BONITA SPRINGS metropolitan area and surrounding communities.
How does John Christopher Conrath charge for services?
John Christopher Conrath's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PORTFOLIO MEDICS, LLC?
PORTFOLIO MEDICS, LLC has approximately 75 employees and manages $500M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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BONITA SPRINGS, FL

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