|
⚲
|
| Portfolio Management LLC
✚
|
|
|---|---|
| CRD # | 107129 |
| SEC # | 801-42052 |
| CIK # | |
| AUM | $131.9 MM (2023-03-29) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 281-494-1919 |
| Address | 500 West 2nd Street Austin, TX 78701 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 68 | 20.5 |
| (b) Individuals (high net worth individuals) | 49 | 111.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 332 | 131.9 |
| By Discretionary | ||
| Discretionary | 332 | 131.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 332 | 131.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 131.9 | |
| Total | 332 | 131.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Maxwell Wealth Strategies Inc
✚
|
CA | 0.1 |
|
ADCM LLC
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|
MA | 0.1 |
|
New River Financial Group LLC
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VA | 0.1 |
|
Cullen Patterson Capital Management LLC
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|
CA | 0.1 |
|
Olson Investment Advisors LLC
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|
WA | 0.1 |
|
Atlantic Financial Services Inc
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|
MD | 0.1 |
|
Global Wealth Strategies LLC
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|
CA | 0.1 |
|
Wealth Engineering LLC
✚
|
AZ | 0.1 |
|
Thomas Leo Advisory LLC
✚
|
MN | 0.1 |
|
Retirement Advisors Inc
✚
|
AL | 0.1 |