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PORTFOLIO ADVISORY GROUP, INC.
PORTFOLIO ADVISORY GROUP, INC.
ALEXANDRIA, Virginia
·
2 registered advisors
·
CRD# 116011
SEC# 801-69130
703-461-9193
01
Firm Overview
AUM
$36M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at PORTFOLIO ADVISORY GROUP, INC.
2 registered advisors
Daniel Thomas Sendi
ALEXANDRIA, Virginia
CRD# 2273282
David Allen Sendi
ALEXANDRIA, Virginia
CRD# 2215135
05
Office Locations
ALEXANDRIA, Virginia
2 advisors
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Data sourced from SEC Form ADV filings. PORTFOLIO ADVISORY GROUP, INC. (CRD# 116011) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.