SEC Form ADV

PORTFOLIO MEDICS, LLC

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

Registered Investment AdviserFL

$780.5M

Assets Under Management

3,805

Total Clients

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Registration Details

Accession: CRD-145958
Location: BONITA SPRINGS, FL
Filing Date: May 15, 2026
AUM: $780.5M
Total Clients: 3,805
Amendment: No
SEC EDGAR: View original filing →

About this Adviser

PORTFOLIO MEDICS, LLC is a registered investment adviser headquartered in BONITA SPRINGS, FL, managing approximately $780.5M in assets across 3,805 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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