Portfolio Guide
RIASEC Registered
Total AUM
$900K
Discretionary
$900K
100% of AUM
Avg account
$150K
Accounts
6
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 337318
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
Firm profile
FINTRXOverview
Portfolio Guide is a small limited liability company that provides investment advice to individual and family clients. The firm charges either a percentage of assets under management or fixed fees. It is not listed as an active ESG investor and does not identify as a multi-state adviser or pension consultant. Ownership is individual, and the adviser is not identified as a capital allocator or part of a larger adviser group.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities72%
- Non-Exchange Traded Equities27%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Matthew Dallas
Program ManagerCRD 6616562
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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