Portfolio Resources Group, Inc.

Broker-DealerFINRA MemberEst. 1992

Total AUM

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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 organized as a corporation and has been SEC-registered since 1992. The firm's ownership is listed as a combination of a foreign entity and an individual. The snapshot classification in the available data is unclassified; the firm is not identified as a capital allocator, pension consultant, related adviser, or a newly formed adviser. The profile also indicates the firm does not self-identify as an active ESG investor.

Assets & Accounts

Location & Offices

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