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 organized as an LLC and registered with the SEC in 2018. It is individually owned and positions itself as a capital allocator for individuals and families, offering financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. The firm bills through a mix of percentage-of-AUM fees plus hourly and fixed-fee engagements, and maintains an affiliation with an insurance company. Portfolio Medics does not present itself 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
- Public Funds/Mutual Funds95%
- Exchange Traded Equities5%
Owners & executives
2 of 2Keith Lamb
President and CEOCRD 2545868
STEVEN GIBSON
CEOCRD 5790444
Contacts
3 of 76DEREK BOUGH
Investment Advisor RepresentativeCRD 5946454
Joseph Pasquinelli
Investment Advisor RepresentativeCRD 6873044
Tillie Allison
Investment Advisor RepresentativeCRD 7800919
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
Similar firms
NOVA WEALTH MANAGEMENT, INC.
RIABONITA SPRINGS, FL
RINALDI WEALTH MANAGEMENT, INC.
RIABONITA SPRINGS, FL
NAPLES WEALTH PLANNING
RIABONITA SPRINGS, FL
PELICAN WEALTH ADVISORS, LLC
RIABONITA SPRINGS, FL
SENTINEL WEALTH INC
RIABONITA SPRINGS, FL
GENESIS WEALTH PLANNING, LLC
RIABONITA SPRINGS, FL