PORTFOLIO ADVISORY GROUP, INC.
Firm details
- Headquarters
- ALEXANDRIA, Virginia
- CRD number
- 116011
- Registered since
- April 24, 2026
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI84.79%
- Individuals14.08%
- Charitable Organizations1.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Portfolio Advisory Group, Inc. is an independent, privately owned registered investment adviser that serves individual and family clients. The firm provides financial planning and portfolio management for individuals, small businesses and institutional clients, charging fees based on a percentage of assets under management as well as hourly engagements. It reports no active ESG investing program and does not present itself as a multi-state adviser or capital allocator. The firm lists professional relationships with accountants and law firms for client service or referral purposes.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities63%
- US Government Bonds16%
- Investment Grade Corp Bonds12%
- Cash & Cash Equivalents8%
- State & Local Bonds1%
Contacts
2 of 2DAVID SENDI
PresidentCRD 2215135
DANIEL SENDI
Vice PresidentCRD 2273282
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ALEXANDRIA, VA
ALEXANDRIA CITY
Location
ALEXANDRIA, VA
Headquartered in ALEXANDRIA, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- ALEXANDRIA CITY
- Address
- 5425 Duke St
- Time zone
- ET (UTC-5)
- Office locations
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