Portico Financial Group, LLC
Firm details
- Headquarters
- ,
- CRD number
- 168810
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI49.73%
- Individuals48.29%
- Pension & Profit Sharing Plans1.98%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Portico Financial Group, LLC operates as an independent RIA organized as an LLC and owned by an individual. The firm serves both individual/family and institutional clients and combines advisory services with insurance brokerage. Its advisory scope includes comprehensive financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutional clients, pension consulting support, and educational seminars or workshops. Portico bills clients via a mix of AUM-based fees, hourly charges and fixed fees. The firm is not an active ESG investor and is not set up as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds79%
- Exchange Traded Equities16%
- Non-Exchange Traded Equities4%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Michael Karbouski
President and FounderCRD 1601923
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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