Portfolio Advisory Group, Inc.
Portfolio Advisory Group, Inc. is an SEC-registered ria with $115.8M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Portfolio Advisory Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 116011, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $115.8M (2026-03-27)
- Firm type
- Ria
- Employees
- 2
- Clients
- 71
- CRD
- 116011
- Ownership
- SENDI, DAVID, ALLEN; SENDI, DANIEL, THOMAS
How much AUM does Portfolio Advisory Group, Inc. have?
Portfolio Advisory Group, Inc. reported $115.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Portfolio Advisory Group, Inc.?
Disclosed owners and executives of Portfolio Advisory Group, Inc. include SENDI, DAVID, ALLEN, SENDI, DANIEL, THOMAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.