PORTFOLIO WEALTH ADVISORS is a Albuquerque, New Mexico based financial advisory firm with nearly $284,994,743 in assets under management and provides investment advisory services for 621 clients. There are currently 3 financial advisors at the firm.
General Information |
| Firm CRD#: | 145687 | |
| SEC#: | 801-68615 | |
| Assets under Management: | $284,994,743 | |
| No. of Clients: | 621 | |
| No. of Advisors: | 3 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals | |
| Fee Structure: | A percentage of AUM, Hourly charges |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| THORNBURG INVESTMENT MANAGEMENT INC | 106357 | 801-17853 | 719 | 203 | $47,059,818,550 |
| ULRICH INVESTMENT CONSULTANTS | 159499 | 801-72880 | 661 | 11 | $1,982,200,342 |
| JOHN MOORE & ASSOCIATES INC | 109791 | 801-55123 | 634 | 12 | $784,705,786 |
| LONGVIEW ASSET MANAGEMENT, LLC | 122997 | 801-79973 | 423 | 3 | $238,768,447 |
| FINANCIAL PARTNERS, LLC | 170002 | 801-110092 | 354 | 4 | $110,000,000 |
| SKLAR CAPITAL ADVISORS, LLC | 286554 | 801-125789 | 270 | 2 | $111,436,894 |
| CITY DIFFERENT INVESTMENTS | 310982 | 801-120293 | 40 | 14 | $197,280,222 |
| FIRST AMERICAN FINANCIAL ADVISORS INC. | 170404 | 801-79968 | 12 | 1 | $150,000,000 |
| SUN MOUNTAIN CAPITAL ADVISORS, LLC | 151477 | 801-72312 | 9 | 11 | $738,746,259 |
| TITAN FUND MANAGEMENT, LLC | 290562 | 801-112121 | 3 | 22 | $239,000,000 |