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| Keyboard |
| Portfolio Medics LLC
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|---|---|
| CRD # | 145958 |
| SEC # | 801-113846 |
| CIK # | |
| AUM | 780.5 M (2026-06-29) |
| Employees | 75 (100% Investors, 1% Brokers) |
| Fees | |
| Minimum | |
| Phone | 239-444-1766 |
| Address | 27499 Riverview Center Blvd Bonita Springs, FL 34134 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,890 | 765.5 |
| (b) Individuals (high net worth individuals) | 39 | 14.9 |
| (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 | 3,805 | 780.5 |
| By Discretionary | ||
| Discretionary | 3,761 | 770.6 |
| Non-Discretionary | 44 | 9.8 |
| Total | 3,805 | 780.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 780.5 | |
| Total | 3,805 | 780.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Augustine Asset Management Inc
✚
|
FL | 783.3 M |
|
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✚
|
WY | 783.2 M |
|
Old Port Advisors Inc
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|
ME | 782.8 M |
|
Amerant Investments Inc
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|
FL | 782.4 M |
|
Clarity Capital KCPS Ltd
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|
782.3 M | |
|
Factor Wealth Management Ltd
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|
IL | 781.0 M |
|
Sierra Summit Advisors LLC
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|
780.8 M | |
|
DSG Capital Advisors LLC
✚
|
MN | 780.3 M |
|
Lipe & Dalton Inc
✚
|
NY | 779.9 M |
|
Ramsay Stattman Vela & Price Inc
✚
|
CO | 778.5 M |