Portafolio Advisory Solutions LLC

CRD 342551SEC# 801-136540Houston, TX

No longer SEC-registered. Portafolio Advisory Solutions LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.

Reg. AUM

—

Employees

Accounts

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Location

Houston, TX

Portafolio Advisory Solutions LLC assets under management

Portafolio Advisory Solutions LLC is a registered investment adviser overseen by the SEC based in Houston, TX. It employs 2 people.

View on SEC.gov ↗

Portafolio Advisory Solutions LLC owners & executives

4 reported

Name	Title	Ownership	Since
Jose Roberto MacOuzet Control	Chief Executive Officer	Under 5%	2026
Pamela Reynoso Control	Chief Compliance Officer	Under 5%	2026
Portfolio Investments, Inc. Control	Shareholder	Over 75%	2026
████████████	████████████	████████████	$•••

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Frequently asked questions

How many employees does Portafolio Advisory Solutions LLC have?

Portafolio Advisory Solutions LLC reports 2 employees.

Where is Portafolio Advisory Solutions LLC located?

Portafolio Advisory Solutions LLC is based in Houston, TX.

Does Portafolio Advisory Solutions LLC disclose fund performance?

Portafolio Advisory Solutions LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address	2700 Post Oak Blvd., Suite 1110, Suite 1110, Houston, TX 77056
Office hours	By Appointment Only
Discloses disciplinary history	Yes