PORTER AVENUE CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- ALTO PASS, Illinois
- CRD number
- 167006
- Website
- porteravenue.com
- Custodians
- ALTRUIST FINANCIAL LLC, INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Porter Avenue Capital Management, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves primarily individual and family clients and offers financial planning and portfolio management for individuals and small businesses. Its fees are charged as a percentage of assets under management and, in some cases, on an hourly basis. According to available filings the firm is not classified as a capital allocator and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- US Government Bonds25%
Contacts
1 of 1MATTHEW ENGBRING
CCO, Managing MemberCRD 6168969
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ALTO PASS, IL
UNION
Location
ALTO PASS, IL
Headquartered in ALTO PASS, IL, in the Midwest of the United States.
- Region
- Midwest
- County
- UNION
- Address
- 25 N Elm St
- Time zone
- CT (UTC-6)
- Office locations
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