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David Allen Sendi

PORTFOLIO ADVISORY GROUP, INC.·ALEXANDRIA, Virginia
Unclaimed Profile
5425 DUKE STREET, ALEXANDRIA, VA 22304CRD# 2215135Firm CRD# 116011
01

About

David Allen Sendi is a registered financial advisor based in ALEXANDRIA, Virginia, affiliated with PORTFOLIO ADVISORY GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PORTFOLIO ADVISORY GROUP, INC.
PORTFOLIO ADVISORY GROUP, INC.
AUM
$36M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at PORTFOLIO ADVISORY GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2215135
Firm CRD# 116011
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Allen Sendi offer?
David Allen Sendi specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALEXANDRIA, Virginia for a consultation.
What are David Allen Sendi's credentials?
David Allen Sendi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Allen Sendi located?
David Allen Sendi is based in ALEXANDRIA, Virginia, working with PORTFOLIO ADVISORY GROUP, INC.. Their office serves clients in the ALEXANDRIA metropolitan area and surrounding communities.
How does David Allen Sendi charge for services?
David Allen Sendi's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PORTFOLIO ADVISORY GROUP, INC.?
PORTFOLIO ADVISORY GROUP, INC. has approximately 1 employees and manages $36M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)RESTON (142)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideRESTON Guide
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