| Name | Title | Ownership | Since |
|---|---|---|---|
| Gabriel J. Markiz Control | President, Chief Compliance Officer | Over 75% | 2007 |
| Randi Ellen Alberts-Markiz Control | Secretary/Treasurer | 10-25% | 2019 |
Portland Financial Advisors Inc reports $105.7 million in regulatory assets under management on its Form ADV.
Portland Financial Advisors Inc reports 1 employees.
Portland Financial Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 503-805-3485 |
| Fax | 516-467-4044 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $94.4M |
| Non-discretionary | $11.3M |
| Total (RAUM) | $105.7M |