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Portfolio Advisory Group, Inc.

● SEC registered since 2026CRD 116011SEC# 801-135985Alexandria, VA
Export (members)
Reg. AUM
$115.8M
Employees
2
Accounts
180
Location
Alexandria, VA

Portfolio Advisory Group, Inc. assets under management

Portfolio Advisory Group, Inc. is a registered investment adviser overseen by the SEC based in Alexandria, VA. The firm has been registered since 2026. It reports $115.8 million in regulatory assets under management and employs 2 people.
View on SEC.gov ↗

Portfolio Advisory Group, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Daniel Thomas Sendi ControlVice-President50-75%1998
David Allen Sendi ControlPresident/Chief Compliance Officer50-75%1998

Frequently asked questions

How much does Portfolio Advisory Group, Inc. manage?

Portfolio Advisory Group, Inc. reports $115.8 million in regulatory assets under management on its Form ADV.

How many employees does Portfolio Advisory Group, Inc. have?

Portfolio Advisory Group, Inc. reports 2 employees.

Where is Portfolio Advisory Group, Inc. located?

Portfolio Advisory Group, Inc. is based in Alexandria, VA and has been SEC-registered since 2026.

Does Portfolio Advisory Group, Inc. disclose fund performance?

Portfolio Advisory Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5425 Duke Street, Alexandria, VA 22304
Phone703-461-9193
Fax703-823-0834
Office hours9a.m.-5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$114M
Non-discretionary$1.8M
Total (RAUM)$115.8M