PORTSIDE WEALTH GROUP, LLC

PROVO, Utah·7 registered advisors·CRD# 325175
SEC# 801-12752934385-412-1222
01

Firm Overview

AUM
$885M
Regulatory assets under management
Employees
40
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at PORTSIDE WEALTH GROUP, LLC

7 registered advisors
Brian John Miller
PROVO, Utah
Daniel Romney Blake
PROVO, Utah
Kurt Harold Brown
PROVO, Utah
Sam Vincent Compagno
PROVO, Utah
Staci Ann Compagno
PROVO, Utah
Steven Scott Miller
PROVO, Utah
William Travis Snider
PROVO, Utah
05

Office Locations

PROVO, Utah
7 advisors

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Data sourced from SEC Form ADV filings. PORTSIDE WEALTH GROUP, LLC (CRD# 325175) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.