PORTSIDE WEALTH GROUP, LLC

PROVO, Utah·3 registered advisors·CRD# 325175
SEC# 801-12752934385-412-1222
01

Firm Overview

AUM
$885M
Regulatory assets under management
Employees
40
Total firm employees
Advisors
3
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

3 registered advisors
Kurt Harold Brown
PROVO, Utah
Staci Ann Compagno
PROVO, Utah
William Travis Snider
PROVO, Utah
05

Office Locations

PROVO, Utah
3 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.