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Portfolio Resources Advisor Group, Inc.

● SEC registered since 2017CRD 144601SEC# 801-111808Coral Gables, FL
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Reg. AUM
$121.9M
Employees
17
Accounts
428
Location
Coral Gables, FL

Portfolio Resources Advisor Group, Inc. assets under management

Portfolio Resources Advisor Group, Inc. is an investment advisory firm registered with the SEC based in Coral Gables, FL. The firm has been registered since 2017. It reports $121.9 million in regulatory assets under management and employs 17 people.
www.ffsins.comView on SEC.gov ↗

Portfolio Resources Advisor Group, Inc. owners & executives

5 reported
NameTitleOwnershipSince
Antonio Camejo ControlPresident/Chief Compliance Officer/Shareholder25-50%2007
Inversiones SosabasShareholder25-50%2007
Jose Manuel MaraverShareholder25-50%2007
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Frequently asked questions

How much does Portfolio Resources Advisor Group, Inc. manage?

Portfolio Resources Advisor Group, Inc. reports $121.9 million in regulatory assets under management on its Form ADV.

How many employees does Portfolio Resources Advisor Group, Inc. have?

Portfolio Resources Advisor Group, Inc. reports 17 employees.

Where is Portfolio Resources Advisor Group, Inc. located?

Portfolio Resources Advisor Group, Inc. is based in Coral Gables, FL and has been SEC-registered since 2017.

Does Portfolio Resources Advisor Group, Inc. disclose fund performance?

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

Contact & registration

Address4000 Ponce de Leon Blvd Ste 670, Coral Gables, FL 33146
Phone305-372-0299
Fax305-372-0499
Office hours8:30 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
CIK2038285
Discloses disciplinary historyYes

Assets under management

Discretionary$121.7M
Non-discretionary$163K
Total (RAUM)$121.9M