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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Portfolio Resources Advisor Group Inc
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|---|---|
| CRD # | 144601 |
| SEC # | 801-111808 |
| CIK # | |
| AUM | $116.0 M (2024-11-15) |
| Employees | 16 (100% Investors, 75% Brokers) |
| Phone | 305-372-0299 |
| Address | 4000 Ponce de Leon Blvd Ste 670 Coral Gables, FL 33146 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 301 | 82.0 |
| (b) Individuals (high net worth individuals) | 8 | 13.2 |
| (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 | 27 | 20.7 |
| (n) Other | 0 | 0.0 |
| Total | 362 | 116.0 |
| By Discretionary | ||
| Discretionary | 362 | 116.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 362 | 116.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 91.2 | |
| United States Persons | 24.8 | |
| Total | 362 | 116.0 |
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KS | 0.1 |
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Servant Financial Ltd
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0.1 | |
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American Community Wealth Management LLC
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IL | 0.1 |
|
ACTS Financial Advisors LLC
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|
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