Portfolio Resources Advisor Group, Inc.

RIASEC Registered

Total AUM

$122M

Discretionary

$122M

100% of AUM

Avg account

$285K

Accounts

428

Employees

Advisory reps

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

FINTRX

Overview

Portfolio Resources Advisor Group, Inc. is a corporate wealth manager that has been registered with the SEC since 2017. The firm acts as a capital allocator for both individual and family clients and institutional accounts, providing a mix of financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection, and investor education through seminars and workshops. Ownership is described as a mix of a foreign entity and an individual. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not present itself as an active ESG investor. It maintains a broker-dealer affiliation and provides services that emphasize selecting third-party managers as part of client solutions.