Portfolioarc, L.L.C.

RIAState Registered

Total AUM

$30.4M

Discretionary

$29.8M

98% of AUM

Avg account

$506K

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 139498
Custodians: INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI87.17%
Individuals12.83%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Portfolioarc, L.L.C. is an LLC that provides discretionary portfolio management primarily to individual and family clients, with services noted for individuals and small businesses. The firm is owned by an individual and charges clients via a mix of percentage-of-AUM and fixed fees. Its advisory activity centers on managed portfolios rather than consulting or pension work. The firm is not identified as an active ESG investor and is not described as operating across multiple states in the source data.