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| Portico Wealth Advisors LLC
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| |
|---|---|
| CRD # | 151794 |
| SEC # | 801-95174 |
| CIK # | |
| AUM | $232.3 MM (2024-03-28) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 415-925-8700 |
| Address | 17 E Sir Francis Drake Blvd Larkspur, CA 94939 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 36 | 16.6 |
| (b) Individuals (high net worth individuals) | 49 | 122.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 10.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 82.7 |
| (n) Other | 0 | 0.0 |
| Total | 296 | 232.3 |
| By Discretionary | ||
| Discretionary | 296 | 232.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 296 | 232.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 231.8 | |
| Total | 296 | 232.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Boone Wealth Advisors LLC
✚
|
WA | 0.2 |
|
Holland Advisory Services Inc
✚
|
FL | 0.2 |
|
PWA Financial
✚
|
PA | 0.2 |
|
Demars Financial Group LLC
✚
|
WA | 0.2 |
|
Semus Wealth Partners LLC
✚
|
FL | 0.2 |
|
Fox Financial Inc
✚
|
PA | 0.2 |
|
Pettee Investors Inc
✚
|
CT | 0.2 |
|
APS Wealth Management LLC
✚
|
NY | 0.2 |
|
Accretive Wealth Management LLC
✚
|
CA | 0.2 |
|
Security First Advisors Inc
✚
|
OR | 0.2 |