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James Gerard Portela

FUNDAMENTAL MANAGERS LLC·SCARSDALE, New York
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2 OVERHILL ROAD, SCARSDALE, NY 10583CRD# 6571999Firm CRD# 281368
01

About

James Gerard Portela is a registered financial advisor based in SCARSDALE, New York, affiliated with FUNDAMENTAL MANAGERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
FUNDAMENTAL MANAGERS LLC
FUNDAMENTAL MANAGERS LLC
AUM
—
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at FUNDAMENTAL MANAGERS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6571999
Firm CRD# 281368
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Gerard Portela offer?
James Gerard Portela specializes in Retirement Planning. Contact their office in SCARSDALE, New York for a consultation.
What are James Gerard Portela's credentials?
James Gerard Portela is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Gerard Portela located?
James Gerard Portela is based in SCARSDALE, New York, working with FUNDAMENTAL MANAGERS LLC. Their office serves clients in the SCARSDALE metropolitan area and surrounding communities.
How does James Gerard Portela charge for services?
James Gerard Portela's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FUNDAMENTAL MANAGERS LLC?
FUNDAMENTAL MANAGERS LLC has approximately 5 employees. The firm is registered with the SEC as an investment adviser.
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