PORTFOLIO RESOURCES GROUP, INC.
Firm details
- Headquarters
- CORAL GABLES, Florida
- CRD number
- 31155
- Registered since
- December 22, 1992
- Website
- www.prginc.net
Firm profile
FINTRXOverview
Portfolio Resources Group, Inc. is organized as a corporation and is listed as SEC-registered since 1992. FINTRX records identify ownership as a combination of a foreign entity and an individual and classifies the adviser as "Unclassified." The firm's profile does not identify it as a capital allocator, an active ESG investor, a pension consultant, a related adviser, or a multi-state adviser according to the available data. FINTRX does not provide detail on the firm's fee structure, specific advisory activities, or client segments.
Assets & Accounts
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
Owners & executives
3 of 4NANCY BAQUERO JIMENEZ
Vice President Chief Information Security OfficerCRD 5583492
ANTONIO CAMEJO
Co-Chair and CEOCRD 1654246
STEFANO FANFANI
President and Chief Compliance OfficerCRD 1580599
Contacts
3 of 38Efraim Goldstein
Financial AdvisorCRD 8045916
MARIA MORALES CALDERON
foreign associateCRD 6608252
MARCO VILLEGAS DE CAMARGO
foreign associateCRD 6630511
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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