PORTFOLIO RESOURCES ADVISOR GROUP, INC.

RIASEC RegisteredEst. 2017

Total AUM

$122M

Discretionary

$122M

100% of AUM

Avg account

$285K

Accounts

428

Employees

Advisory reps

Firm details

Headquarters: CORAL GABLES, Florida
CRD number: 144601
Registered since: October 6, 2017
Website: www.prginc.net
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 small-cap RIA that provides fee-based wealth management and financial planning to both individual/family and institutional clients. The firm is organized as a corporation and lists ownership that includes both an individual and a foreign entity. It has been SEC-registered since 2017 and presents itself as a capital allocator that combines discretionary portfolio management with advisory services such as financial planning, selection of other advisers, pension consulting services, and educational seminars/workshops. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees, and it operates with a broker-dealer affiliation. Portfolio Resources does not identify as an active ESG investor. Its stated preference is equities, with exchange-traded securities comprising the bulk of reported assets. The firm’s advisory footprint appears oriented toward individualized portfolio management for smaller institutions and private clients rather than large institutional mandates.