PORTFOLIO ADVISORY GROUP, INC.
  • PORTFOLIO ADVISORY GROUP, INC.

Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 04/24/2026
Other registrations (2)
Former registrations

PORTFOLIO ADVISORY GROUP, INC.

ADV Location ALEXANDRIA, VA, United States
Contact Info 703 xxxxxxx
AUM* 115,833,952
of that, discretionary 113,994,254
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 643,522
% High Net Worth 46.58%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

114M 98M 81M 65M 49M 33M 16M
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees