PORTFOLIO MEDICS, LLC

RIASEC RegisteredEst. 2018
Total AUM
$780M
Discretionary
$771M
99% of AUM
Avg account
$205K
Accounts
3,805
Employees
75
Advisory reps
78

Firm details

Headquarters
BONITA SPRINGS, Florida
CRD number
145958
Registered since
August 16, 2018
Custodians
E*TRADE SECURITIES LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals98.08%
  • HNWI1.92%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Portfolio Medics, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2018. It is individually owned and positions itself as a capital allocator for individuals and families, offering financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. The firm bills through a mix of percentage-of-AUM fees plus hourly and fixed-fee engagements, and maintains an affiliation with an insurance company. Portfolio Medics does not present itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 95%, Exchange Traded Equities 5%95%
  • Public Funds/Mutual Funds95%
  • Exchange Traded Equities5%

Owners & executives

2 of 2
  • Keith Lamb

    President and CEOCRD 2545868

  • STEVEN GIBSON

    CEOCRD 5790444

Contacts

3 of 76
  • DEREK BOUGH

    Investment Advisor RepresentativeCRD 5946454

  • Joseph Pasquinelli

    Investment Advisor RepresentativeCRD 6873044

  • Tillie Allison

    Investment Advisor RepresentativeCRD 7800919

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BONITA SPRINGS, FL

LEE

Location

BONITA SPRINGS, FL

Headquartered in BONITA SPRINGS, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.

Metro area
Cape Coral-Fort Myers-Naples, FL
Region
South
County
LEE
Address
27499 Riverview Center Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth