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Portfolio Investments, Inc.

ShareholderPortafolio Advisory Solutions LLC

About Portfolio Investments, Inc.

Portfolio Investments, Inc. is listed as Shareholder at Portafolio Advisory Solutions LLC in Houston, TX. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Portafolio Advisory Solutions LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Portfolio Investments, Inc. work?

Portfolio Investments, Inc. is listed as Shareholder at Portafolio Advisory Solutions LLC on SEC Form ADV.

How much of Portafolio Advisory Solutions LLC does Portfolio Investments, Inc. own?

Form ADV reports a beneficial ownership band of Over 75%.

Portafolio Advisory Solutions LLC

TitleShareholder
OwnershipOver 75%
Control personYes
Since2026