SEC Form ADV

PORTFOLIO ADVISORY GROUP, INC.

Firm profile: Portfolio Advisory Council — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserVA
$115.8M
Assets Under Management
180
Total Clients
2
Employees
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Registration Details

Accession
CRD-116011
Location
ALEXANDRIA, VA
Filing Date
March 27, 2026
AUM
$115.8M
Total Clients
180
Employees
2
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable Organizations

About this Adviser

PORTFOLIO ADVISORY GROUP, INC. is a registered investment adviser headquartered in ALEXANDRIA, VA, managing approximately $115.8M in assets across 180 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.