Skip to main content
firm profile

Portfolio Resources Advisor Group, Inc.

RIA Coral Gables, FL CRD 144601 Last verified October 2026

Overview

Portfolio Resources Advisor Group, Inc. is an SEC registered investment adviser based in Coral Gables, FL, registered since 2017. It reports $122M in assets under management across 428 accounts, with 17 employees. It has 11 investment adviser representatives.

Reported AUM
$122M
Discretionary
100%
Accounts
428
Average account
$285K
Employees
17
Advisory reps
11
Registered since
2017
Jurisdictions
4

As reported in the firm's October 2025 filing.

Contact

1 phone number on file

Practice

Services
  • Educational Seminars
  • Financial Planning
  • Individuals or Small Business
  • Pension Consulting
  • Selection of Other Advisors
Client types
  • Corporations/Businesses
  • High Net Worth Individuals
  • Individuals
  • Pension/Profit Sharing Plan
Fee structure
Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 3

Advisory reps 3 of 11

8 more advisory reps, with emails, phones and branch locations

Location

Headquarters
4000 Ponce de Leon Blvd Ste 670
Coral Gables, FL 33146
County
Miami-Dade
Metro area
Miami-Fort Lauderdale-Pompano Beach, FL
Region
South

Registrations

Every state, with registration dates

Similar firms near Coral Gables

request a demo

See what we have on Portfolio Resources Advisor Group, Inc.

We'll walk you through the full profile and how to find more firms like this one.

Enter your first name.

Enter your last name.

Enter a work email, like you@firm.com.

Enter your company.

Sign in Request a demo