PORTFOLIO MEDICS, LLC

BONITA SPRINGS, Florida·2 registered advisors·CRD# 145958
SEC# 801-1138468(239) 444-1766
01

Firm Overview

AUM
$500M
Regulatory assets under management
Employees
75
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PORTFOLIO MEDICS, LLC

2 registered advisors
John Christopher Conrath
BONITA SPRINGS, Florida
John Michael Billy
BONITA SPRINGS, Florida
05

Office Locations

BONITA SPRINGS, Florida
2 advisors

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Data sourced from SEC Form ADV filings. PORTFOLIO MEDICS, LLC (CRD# 145958) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.