Portfolio Medics, LLC
Firm details
- Headquarters
- Bonita Springs, Florida
- CRD number
- 145958
- Registered since
- August 16, 2018
- Website
- www.portfoliomedics.com
- Custodians
- E*TRADE SECURITIES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals98.08%
- HNWI1.92%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Portfolio Medics, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2018. The firm serves primarily individual and family clients and acts as a capital allocator, offering financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Its fee model includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. The firm reports no active ESG investing program and lists an insurance company among its industry affiliations.
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
- Public Funds/Mutual Funds95%
- Exchange Traded Equities5%
Owners & executives
2 of 2
Keith Lamb
President and CEOCRD 2545868
Steven Gibson
CEOCRD 5790444
Contacts
3 of 81
Derek Bough
Investment Advisor RepresentativeCRD 5946454
Amanda Dorolek
Investment Advisor RepresentativeCRD 8288107
Joseph Pasquinelli
Investment Advisor RepresentativeCRD 6873044
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bonita Springs, FL
Lee
Location
Bonita Springs, FL
Headquartered in Bonita Springs, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.
- Metro area
- Cape Coral-Fort Myers-Naples, FL
- Region
- South
- County
- Lee
- Address
- 27499 Riverview Center Blvd
- Time zone
- ET (UTC-5)
- Office locations
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