Portfolioarc, L.L.C.
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
FINTRXOverview
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.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities82%
- Public Funds/Mutual Funds6%
- Cash & Cash Equivalents6%
- Investment Grade Corp Bonds2%
- Non-Investment Grade Corp Bonds2%
Contacts
1 of 1Matthew Mendelsohn
Portfolio ManagerCRD 4552349
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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