Portfolio Resources Advisor Group, Inc.

RIASEC Registered
Total AUM
$122M
Discretionary
$122M
100% of AUM
Avg account
$285K
Accounts
428
Employees
17
Advisory reps
12

Firm details

Headquarters
Coral Gables, Florida
CRD number
144601
Registered since
October 6, 2017
Custodians
PERSHING LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals68.05%
  • Corporations / Businesses16.98%
  • HNWI14.96%
  • Pension & Profit Sharing Plans0.01%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Portfolio Resources Advisor Group, Inc. is a corporate wealth manager that has been registered with the SEC since 2017. The firm acts as a capital allocator for both individual and family clients and institutional accounts, providing a mix of financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection, and investor education through seminars and workshops. Ownership is described as a mix of a foreign entity and an individual. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not present itself as an active ESG investor. It maintains a broker-dealer affiliation and provides services that emphasize selecting third-party managers as part of client solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 85%, Public Funds/Mutual Funds 12%, Cash & Cash Equivalents 2%, Investment Grade Corp Bonds 1%85%
  • Exchange Traded Equities85%
  • Public Funds/Mutual Funds12%
  • Cash & Cash Equivalents2%
  • Investment Grade Corp Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 203

Active vs passive

$138M in ETFs

Passive

72%

$99M

Active

16%

$39.3M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$17M22,14312.26%

Location

Primary office

Coral Gables, FL

Miami Dade

Location

Coral Gables, FL

Headquartered in Coral Gables, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
4000 Ponce De Leon Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth