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 and has been registered with the SEC since 1992. FINTRX classifies the firm as "Unclassified." Ownership is listed as a mix of an individual and a foreign entity. The record indicates the firm does not identify as a capital allocator or an active ESG investor, and it is not flagged as a pension consultant, related adviser, or a newly formed adviser. Several profile fields that would normally describe advisory activities, fee structure, and client segments are not populated in the FINTRX entry.
Assets & Accounts
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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