Portfolio Resources Group, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
42
Avg account
$0

Firm details

Headquarters
Coral Gables, Florida
CRD number
31155
Registered since
December 22, 1992

Firm profile

FINTRX

Overview

Portfolio Resources Group, Inc. is organized as a corporation with ownership tied to both an individual and a foreign entity. Publicly available profile data for the firm is sparse: there are no descriptive entries for client segments, fee schedules, or stated advisory activities, and the firm is recorded under an "Unclassified" designation. Recorded attributes indicate the firm does not function as a capital allocator and is not flagged as an active ESG investor. It also is not identified as a multistate adviser, a newly formed adviser, a pension consultant, or as having a related adviser relationship. FINTRX contains no further disclosures about the firm's investment approach, product mix, or third‑party affiliations.

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

Owners & executives

3 of 4
  • Nancy Baquero Jimenez

    Nancy Baquero Jimenez

    Vice President Chief Information Security OfficerCRD 5583492

  • Stefano Fanfani

    President and Chief Compliance OfficerCRD 1580599

  • Antonio Camejo

    Antonio Camejo

    Co-Chair and CEOCRD 1654246

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Contacts

3 of 38
  • Aaron Katsman

    Aaron Katsman

    Member, Investment CommitteeCRD 4866430

  • Joyce Moore

    Joyce Moore

    Member, Investment CommitteeCRD 2206551

  • Douglas Goldstein

    Douglas Goldstein

    Owner and DirectorCRD 2229128

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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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth