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PORTFOLIO ADVISORS LLC
PORTFOLIO ADVISORS LLC
DARIEN, Connecticut
·
5 registered advisors
·
CRD# 105981
SEC# 801-46369
7
203-662-3456
01
Firm Overview
AUM
$42.2B
Regulatory assets under management
Employees
158
Total firm employees
Advisors
5
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 Management
Retirement Planning
Wealth Management
04
Advisors at PORTFOLIO ADVISORS LLC
5 registered advisors
Brian Martin Schwartz
DARIEN, Connecticut
CRD# 3037018
Brian Patrick Mooney
DARIEN, Connecticut
CRD# 4602769
Brian Potter Murphy
DARIEN, Connecticut
CRD# 4354852
Scott David Higbee
DARIEN, Connecticut
CRD# 5429582
Stephen Coulam Sloan
DARIEN, Connecticut
CRD# 4233496
05
Office Locations
DARIEN, Connecticut
5 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
.