Portfolio Audit, LLC

Overview

Portfolio Audit, LLC is a small, independent registered investment adviser organized as a limited liability company that serves individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm operates as an owner-managed practice and prices services through asset-based fees, hourly engagements and fixed-fee arrangements. Its investment mix is centered on liquid public funds and mutual funds, with discretionary management accounting for its stated assets under management. The firm is not positioned as a capital allocator or multi-state adviser, and it does not identify as an active ESG investor. Given the client profile and account sizes, Portfolio Audit, LLC functions as a boutique RIA focused on personalized advice and outsourced portfolio oversight rather than large-scale institutional mandate management.

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Investments & Alternatives

Location & Offices