PORTFOLIO ADVISORS LLC

DARIEN, Connecticut·60 registered advisors·CRD# 105981
SEC# 801-463697203-662-3456
01

Firm Overview

AUM
$42.2B
Regulatory assets under management
Employees
158
Total firm employees
Advisors
60
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at PORTFOLIO ADVISORS LLC

Showing 30 of 60 registered advisors
Adam Gerard Clemens
DARIEN, Connecticut
Benjamin Sangho Hur
DARIEN, Connecticut
Benjamin Thomas Higbee
DARIEN, Connecticut
Blake Potter Murphy
DARIEN, Connecticut
Briac Nmn Houtteville
DARIEN, Connecticut
Brian Martin Schwartz
DARIEN, Connecticut
Brian Patrick Mooney
DARIEN, Connecticut
Brian Potter Murphy
DARIEN, Connecticut
Brooks Anthony Lindberg
DARIEN, Connecticut
Charles William Harper
DARIEN, Connecticut
Christine Virginia Crotty
DARIEN, Connecticut
Christopher Joseph Genovese
DARIEN, Connecticut
Christopher Thomas Ruder
DARIEN, Connecticut
Colin Chirstopher Stauffer
DARIEN, Connecticut
Dan Anthony Cohn-Sfetcu
DARIEN, Connecticut
Daniel Christopher Iamiceli
DARIEN, Connecticut
Daniel Francis Dwyer
DARIEN, Connecticut
David Giles Higbee
DARIEN, Connecticut
Dirk Nmn Lienemann
DARIEN, Connecticut
Donna Oswald Smolens
DARIEN, Connecticut
Elizabeth Merritt Campbell
DARIEN, Connecticut
Eric John Staub
DARIEN, Connecticut
Eric Lee Thunem
DARIEN, Connecticut
Evelyn Kaye Higbee
DARIEN, Connecticut
Geoffrey Paul Kelleman
DARIEN, Connecticut
Gregory Joseph Garrett
DARIEN, Connecticut
Harry Duane Pierandri
DARIEN, Connecticut
Hugh Jeffrey Perloff
DARIEN, Connecticut
Igor Maya Dacosta
DARIEN, Connecticut
Jacob Scott Higbee
DARIEN, Connecticut
View all 60 advisors at PORTFOLIO ADVISORS LLC →
05

Office Locations

DARIEN, Connecticut
60 advisors

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Data sourced from SEC Form ADV filings. PORTFOLIO ADVISORS LLC (CRD# 105981) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.