AdvisorOS Directory
Claim Profile
AP

Alberto Gianluigi Pontonio

PORTFOLIO.ME, LLC·KEY BISCAYNE, Florida
Series 79Series 7Series 3Series 63Series 65SIELicensed in 3 states
Unclaimed Profile
200 CRANDON BLVD SUITE 201, KEY BISCAYNE, FL 33149CRD# 2527463Firm CRD# 283036
01

About

Alberto Gianluigi Pontonio is a registered financial advisor based in KEY BISCAYNE, Florida, affiliated with PORTFOLIO.ME, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
PORTFOLIO.ME, LLC
CENSIBLE
AUM
$774K
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at PORTFOLIO.ME, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2527463
Firm CRD# 283036
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in KEY BISCAYNE?

Browse all registered financial advisors in KEY BISCAYNE, Florida or claim this profile if it's yours.

Browse KEY BISCAYNE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Alberto Gianluigi Pontonio offer?
Alberto Gianluigi Pontonio specializes in Investment Management, Fee-Only Advisory. Contact their office in KEY BISCAYNE, Florida for a consultation.
What are Alberto Gianluigi Pontonio's credentials?
Alberto Gianluigi Pontonio is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alberto Gianluigi Pontonio located?
Alberto Gianluigi Pontonio is based in KEY BISCAYNE, Florida, working with PORTFOLIO.ME, LLC. Their office serves clients in the KEY BISCAYNE metropolitan area and surrounding communities.
How does Alberto Gianluigi Pontonio charge for services?
Alberto Gianluigi Pontonio's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PORTFOLIO.ME, LLC?
PORTFOLIO.ME, LLC has approximately 5 employees and manages $774K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in KEY BISCAYNE
Cristian J Segui-Clausen — RUBICON ASSET MANAGEMENT, LLCJaime Madariaga — TODO CAPITAL, LLCMariano Nmn Ocantos — KIG INVESTMENT MANAGEMENT, LLCSebastian Echavarria — BARU ASSET MANAGEMENT LLCStephen Robert — BARU ASSET MANAGEMENT LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile