PORTFOLIO ADVISORY GROUP, INC.
SEC Form ADV profile.
Total regulatory AUM
$115,833,952
Discretionary
$113,994,254
Non-discretionary
$1,839,698
Firm details
- CRD number
- 116011
- SEC file number
- 801-135985
- Main office
- ALEXANDRIA, VA, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.