PORTFOLIO MANAGEMENT, LLC
Firm details
- Headquarters
- AUSTIN, Texas
- CRD number
- 107129
- Registered since
- August 3, 1992
- Website
- www.portmgmt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.3%
- Individuals7.7%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Portfolio Management, LLC is a privately owned limited liability company that has been SEC-registered since 1992. The firm serves individual and family clients, and its stated advisory focus is portfolio management for individuals and small businesses. It charges fees based on a percentage of assets under management and does not identify itself as a capital allocator or a pension consultant. Portfolio Management, LLC is not an active ESG investor, is not registered as a multi-state adviser, and does not report any related adviser relationships.
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
- Public Funds/Mutual Funds50%
- Exchange Traded Equities26%
- Investment Grade Corp Bonds9%
- US Government Bonds7%
- Cash & Cash Equivalents6%
Contacts
2 of 2RICHARD KRANZ
OwnerCRD 1121438
Brinley LeDonne
Financial AdvisorCRD 7058631
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
AUSTIN, TX
TRAVIS
Location
AUSTIN, TX
Headquartered in AUSTIN, TX, in the South of the United States.
- Region
- South
- County
- TRAVIS
- Address
- 500 W 2nd St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
INTEGRATED WEALTH STRATEGIES, LLC
RIAAUSTIN, TX
CAM INVESTOR SOLUTIONS
RIAAUSTIN, TX
MISSION HILL ADVISORS, LLC
RIAAUSTIN, TX
LUCIEN STIRLING & GRAY ADVISORY GROUP INC
RIAAUSTIN, TX
FORT ADVISORS INC
RIAAUSTIN, TX
BIRDROCK WEALTH
RIAAUSTIN, TX