PORTFOLIO ADVISORY COUNCIL,L.L.C.

RIASEC RegisteredEst. 1986

Total AUM

$495M

Discretionary

$394M

80% of AUM

Avg account

$510K

Accounts

971

Employees

Advisory reps

Firm details

Headquarters: HOUSTON, Texas
CRD number: 107465
Registered since: September 15, 1986
Website: www.pacadvisory.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals51.12%
HNWI28.56%
Pension & Profit Sharing Plans20.32%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Portfolio Advisory Council, L.L.C. is an independent registered investment adviser organized as an LLC and operating since 1986. The firm serves both high-net-worth individuals and families as well as institutional clients, providing financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and pension consulting services. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. Portfolio Advisory Council, L.L.C. does not identify as an active ESG investor and is not set up as a multi-state or newly formed adviser; it is owned by an individual and does not act as a capital allocator.