PORTFOLIO RESOURCES GROUP, INC.

Broker-DealerFINRA MemberEst. 1992
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 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

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

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Contacts

3 of 38
  • Efraim Goldstein

    Financial AdvisorCRD 8045916

  • MARIA MORALES CALDERON

    foreign associateCRD 6608252

  • MARCO VILLEGAS DE CAMARGO

    foreign associateCRD 6630511

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Wealth teams

FINTRX

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