PORTFOLIO MEDICS, LLC
SEC Form ADV profile.
Total regulatory AUM
$780,459,366
Discretionary
$770,611,801
Non-discretionary
$9,847,565
Firm details
- CRD number
- 145958
- SEC file number
- 801-113846
- Main office
- BONITA SPRINGS, FL, United States
- Employees
- 75
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.