Portfolio Resources Group, Inc.

Broker-DealerFINRA MemberEst. 1992
Total AUM
Advisory reps
42
Avg account
$0

Firm details

Headquarters
Coral Gables, Florida
CRD number
31155
Registered since
December 22, 1992

Firm profile

FINTRX

Overview

Portfolio Resources Group, Inc. is organized as a corporation and has been registered with the SEC since 1992. Ownership is recorded as a mix of a foreign entity and an individual. FINTRX classifies the firm as unclassified rather than under a common advisory sub-type. The firm is not identified in FINTRX as a capital allocator or an active ESG investor. It’s also not flagged as a multi-state adviser, a pension consultant, or a related adviser. FINTRX does not provide descriptions of the firm’s client segments, fee model, or specific advisory activities.

Assets & Accounts

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

Owners & executives

3 of 4
  • Nancy Baquero Jimenez

    Nancy Baquero Jimenez

    Vice President Chief Information Security OfficerCRD 5583492

  • Stefano Fanfani

    President and Chief Compliance OfficerCRD 1580599

  • Antonio Camejo

    Antonio Camejo

    Co-Chair and CEOCRD 1654246

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Contacts

3 of 38
  • Aaron Katsman

    Aaron Katsman

    Member, Investment CommitteeCRD 4866430

  • Joyce Moore

    Joyce Moore

    Member, Investment CommitteeCRD 2206551

  • Douglas Goldstein

    Douglas Goldstein

    Owner and DirectorCRD 2229128

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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