Portfolio Resources Group, Inc.

Broker-DealerFINRA MemberEst. 1992

Total AUM

—

Advisory reps

Avg account

Firm details

Headquarters: Coral Gables, Florida
CRD number: 31155
Registered since: December 22, 1992
Website: www.prginc.net

Firm profile

FINTRX

Overview

Portfolio Resources Group, Inc. is a corporation that has been SEC-registered since 1992. The firm's ownership is identified as a combination of a foreign entity and an individual. FINTRX classifies the firm as "Unclassified" and flags indicate it is not a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not newly formed. There is no material disclosure in the source about the firm's investment strategies, client types, advisory activities, or affiliations.

Assets & Accounts

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4

Nancy Baquero Jimenez
Vice President Chief Information Security OfficerCRD 5583492
Antonio Camejo
Co-Chair and CEOCRD 1654246
Stefano Fanfani
President and Chief Compliance OfficerCRD 1580599