SEC Form ADV · CIK 2038285

PORTFOLIO RESOURCES ADVISOR GROUP, INC.

Firm profile: Portfolio Resources Advisor Group — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserFL

$121.9M

Assets Under Management

428

Total Clients

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: 428
Institutional Clients: 1
Employees: 17
Amendment: No
SEC EDGAR: View original filing →

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 428 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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