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PORTFOLIO WEALTH ADVISORS
6100 Uptown Blvd Ne
Suite 540
Albuquerque, New Mexico 87110
Tel: 505-884-3445
About PORTFOLIO WEALTH ADVISORS
PORTFOLIO WEALTH ADVISORS, formally registered with the SEC as PORTFOLIO WEALTH ADVISORS. The firm was established in 01/02/2008. They have over 1 offices throughout the country.
PORTFOLIO WEALTH ADVISORS is a Albuquerque, New Mexico based Financial Planning firm with nearly $373,189,200 assets under management, offering retirement planning & investment advisory services to 750 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 145687 |
| SEC# | 801-68615 |
| Assets Managed by Firm | $373,189,200 |
| No. of Clients | 750 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (FINANCIAL CONSULTING SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 750 | $373,189,200 |
| Individuals (other than high net worth individuals) | 170 | $117,641,557 |
| High net worth individuals | 112 | $255,547,643 |
More Retirement Planning firms in Albuquerque, New Mexico:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $41,832,394,631 | 750 | 202 | |
| $3,279,256,426 | 999 | 26 | |
| $1,004,648,408 | 1227 | 14 | |
| $758,200,188 | 2212 | 12 | |
| $715,145,223 | 1945 | 7 |
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