|
⚲
|
| Portfolio Advisory Council LLC
✚
|
|
|---|---|
| CRD # | 107465 |
| SEC # | 801-27691 |
| CIK # | |
| AUM | $351.1 MM (2024-03-19) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 713-574-6015 |
| Address | 3 Greenway Plaza Houston, TX 77046 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 425 | 70.4 |
| (b) Individuals (high net worth individuals) | 112 | 168.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 42.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 913 | 281.4 |
| By Discretionary | ||
| Discretionary | 898 | 238.6 |
| Non-Discretionary | 15 | 42.8 |
| Total | 913 | 281.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 281.4 | |
| Total | 913 | 281.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
JGHendricks Financial Services LLC
✚
|
IL | 0.4 |
|
Absolute Capital Management LLC
✚
|
PA | 0.4 |
|
Silver Oak Advisory Group Inc
✚
|
OR | 0.4 |
|
Moseley Investment Management Inc
✚
|
FL | 0.4 |
|
Lumbard & Kellner LLC
✚
|
NH | 0.4 |
|
Colton Groome Financial Advisors LLC
✚
|
NC | 0.4 |
|
Biltmore Wealth Management LLC
✚
|
AZ | 0.4 |
|
Eight 31 Financial LLC
✚
|
TX | 0.4 |
|
Encompass Wealth Advisors LLC
✚
|
OR | 0.4 |
|
Mayport LLC
✚
|
MA | 0.4 |