SEC Form ADV · CIK 2038285

PORTFOLIO RESOURCES ADVISOR GROUP, INC.

Registered Investment AdviserFL
$121.9M
Assets Under Management
13
Total Clients
17
Employees
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Registration Details

CIK
2038285
Accession
crd-144601
Location
CORAL GABLES, FL
Filing Date
October 17, 2025
AUM
$121.9M
Total Clients
13
Institutional Clients
1
Employees
17
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCorporations

About this Adviser

PORTFOLIO RESOURCES ADVISOR GROUP, INC. is a registered investment adviser headquartered in CORAL GABLES, FL, managing approximately $121.9M in assets across 13 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.