Portfolio Resources Advisor Group, Inc.
Portfolio Resources Advisor Group, Inc. is an SEC-registered mass-market adviser in Coral Gables, FL with $121.9M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Portfolio Resources Advisor Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 144601, SEC 801-111808, data through 2025-10-17.
- AUM (assets under management / regulatory AUM)
- $121.9M (2025-10-17)
- Firm type
- Mass-Market Adviser
- Location
- Coral Gables, FL
- Employees
- 17
- Clients
- 349
- CRD
- 144601
- Ownership
- INVERSIONES SOSABAS; BRICENO, RAUL; CAMEJO, ANTONIO; MARAVER, JOSE, MANUEL; SOSA, JUAN, IGNACIO
How much AUM does Portfolio Resources Advisor Group, Inc. have?
Portfolio Resources Advisor Group, Inc. reported $121.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-10-17).
Who owns Portfolio Resources Advisor Group, Inc.?
Disclosed owners and executives of Portfolio Resources Advisor Group, Inc. include INVERSIONES SOSABAS, BRICENO, RAUL, CAMEJO, ANTONIO, MARAVER, JOSE, MANUEL, SOSA, JUAN, IGNACIO. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.