|
⚲
|
| Portland Financial Advisors Inc
✚
| |
|---|---|
| CRD # | 127371 |
| SEC # | 801-115289 |
| CIK # | |
| AUM | $92.3 MM (2024-03-22) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 503-805-3485 |
| Address | 159 Harbor View Drive Port Washington, NY 11050 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 14 | 9.7 |
| (b) Individuals (high net worth individuals) | 31 | 81.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 196 | 92.3 |
| By Discretionary | ||
| Discretionary | 171 | 83.7 |
| Non-Discretionary | 25 | 8.6 |
| Total | 196 | 92.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 92.3 | |
| Total | 196 | 92.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Integrated Financial Consulting LLC
✚
|
NY | 0.1 |
|
Hegarty Advisors LLC
✚
|
NY | 0.1 |
|
KUTZ and Company Inc
✚
|
NY | 0.1 |
|
Werlemann Securities LLC
✚
|
CA | 0.1 |
|
Kahn Financial Group Inc
✚
|
FL | 0.1 |
|
Canaccord Genuity Wealth Management USA Inc
✚
|
0.1 | |
|
LEEB Capital Management Inc
✚
|
NY | 0.1 |
|
James Scott S Co
✚
|
VA | 0.1 |
|
Wells Global Investment Advisers LLC
✚
|
FL | 0.1 |
|
Fortis Private Wealth Advisors LLC
✚
|
FL | 0.1 |