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| Keyboard |
| Portfolio Resources Advisor Group Inc
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|---|---|
| CRD # | 144601 |
| SEC # | 801-111808 |
| CIK # | 0002038285 |
| AUM | 121.9 M (2025-10-17) |
| Employees | 17 (88% Investors, 76% Brokers) |
| Fees | |
| Minimum | |
| Phone | 305-372-0299 |
| Address | 4000 Ponce de Leon Blvd Ste 670 Coral Gables, FL 33146 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 307 | 82.9 |
| (b) Individuals (high net worth individuals) | 11 | 18.2 |
| (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 | 1 | 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 | 30 | 20.7 |
| (n) Other | 0 | 0.0 |
| Total | 428 | 121.9 |
| By Discretionary | ||
| Discretionary | 427 | 121.7 |
| Non-Discretionary | 1 | 0.2 |
| Total | 428 | 121.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 93.3 | |
| United States Persons | 28.6 | |
| Total | 428 | 121.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002038285] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 13 (78 non-US) |
| Serves | Institutional, Retail, Research |
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