Research & Portfolio Management
Research & Portfolio Management is an SEC-registered mass-market adviser in Crescent Springs, KY with $160.8M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Research & Portfolio Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 157609, SEC 801-121337, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $160.8M (2026-03-18)
- Firm type
- Mass-Market Adviser
- Location
- Crescent Springs, KY
- Employees
- 3
- Clients
- 259
- CRD
- 157609
- Ownership
- WEBER, MICHAEL, CHARLES
How much AUM does Research & Portfolio Management have?
Research & Portfolio Management reported $160.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Research & Portfolio Management?
Disclosed owners and executives of Research & Portfolio Management include WEBER, MICHAEL, CHARLES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.