PORTLAND FINANCIAL ADVISORS INC
Doing business as MARKIZ WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$105,846,846
Discretionary
$105,846,846
Non-discretionary
$0
Firm details
- CRD number
- 127371
- SEC file number
- 801-115289
- Employees
- 2
- SEC status
- Approved
- Website
- HTTP://WWW.MARKIZWEALTH.COM
- Fee structure
-
Hourly Fixed fees
As of October 2026.