Portfolio Resources Group, Inc.
Firm details
- Headquarters
- Coral Gables, Florida
- CRD number
- 31155
- Registered since
- December 22, 1992
- Website
- www.prginc.net
Firm profile
FINTRXOverview
Portfolio Resources Group, Inc. is organized as a corporation with ownership tied to both an individual and a foreign entity. Publicly available profile data for the firm is sparse: there are no descriptive entries for client segments, fee schedules, or stated advisory activities, and the firm is recorded under an "Unclassified" designation. Recorded attributes indicate the firm does not function as a capital allocator and is not flagged as an active ESG investor. It also is not identified as a multistate adviser, a newly formed adviser, a pension consultant, or as having a related adviser relationship. FINTRX contains no further disclosures about the firm's investment approach, product mix, or third‑party affiliations.
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
Owners & executives
3 of 4
Nancy Baquero Jimenez
Vice President Chief Information Security OfficerCRD 5583492
Stefano Fanfani
President and Chief Compliance OfficerCRD 1580599

Antonio Camejo
Co-Chair and CEOCRD 1654246
Contacts
3 of 38
Aaron Katsman
Member, Investment CommitteeCRD 4866430

Joyce Moore
Member, Investment CommitteeCRD 2206551

Douglas Goldstein
Owner and DirectorCRD 2229128
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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