Portfolio Resources Advisor Group, Inc.
Firm details
- Headquarters
- Coral Gables, Florida
- CRD number
- 144601
- Registered since
- October 6, 2017
- Website
- www.prginc.net
- Custodians
- PERSHING LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals68.05%
- Corporations / Businesses16.98%
- HNWI14.96%
- Pension & Profit Sharing Plans0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Portfolio Resources Advisor Group, Inc. is a corporate registered investment adviser that began SEC registration in 2017. The firm serves both individual and family clients as well as institutional investors, offering financial planning, portfolio management for individuals and small businesses, pension consulting, third-party manager selection, and educational workshops. It charges a mix of fee types — percentage of assets under management, hourly fees, and fixed fees — and does not identify as an active ESG investor.
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 Equities85%
- Public Funds/Mutual Funds12%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
Owners & executives
2 of 2
Antonio Camejo
Co-Chair and CEOCRD 1654246
Nancy Baquero Jimenez
Vice President Chief Information Security OfficerCRD 5583492
Contacts
3 of 10
Douglas Goldstein
Owner and DirectorCRD 2229128
Aaron Katsman
Member, Investment CommitteeCRD 4866430
Gustavo Degwitz Cosson
Investment AdvisorCRD 6285301
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 176Active vs passive
$134M in ETFs
73%
$97.6M
15%
$35.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $16.3M | 21,819 | 12.23% |
Location
Coral Gables, FL
Miami Dade
Location
Coral Gables, FL
Headquartered in Coral Gables, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 4000 Ponce De Leon Blvd
- Time zone
- ET (UTC-5)
- Office locations
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