Portfolio Resources Group, Inc.

Broker-DealerFINRA Member
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 with ownership attributed to both a foreign entity and an individual. The firm is listed as “Unclassified” in the public snapshot, and the available metadata flags it as not operating as a capital allocator. It does not identify as an active ESG investor, is not listed as a multi-state adviser, and is not described as a pension consultant or a related adviser. Public records supplied for this profile do not include descriptions of the firm’s advisory activities, client segments, fee schedules, or specific business lines.

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

FINTRX

Contacts

FINTRX

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