PORTFOLIO MEDICS, LLC
Tel: (239) 444-1766 27499 Riverview Center Blvd Suite 406 Bonita Springs, Florida 34134
About PORTFOLIO MEDICS, LLC
PORTFOLIO MEDICS, LLC is a Bonita Springs, Florida based financial advisory firm with nearly $499,609,065 in assets under management and provides investment advisory services for 2499 clients. There are currently 75 financial advisors at the firm.
General Information
Firm CRD#:
145958
Firm SEC#:
801-113846
Assets Under Management:
$499,609,065
No. of Clients:
2499
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Selection for other advisors
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