Portfolio Medics, LLC

Overview

Portfolio Medics, LLC is an SEC registered investment adviser based in Bonita Springs, FL, registered since 2018. It reports $78M in assets under management across 3,805 accounts, with 75 employees. It has 84 investment adviser representatives.

Reported AUM

$78M

Discretionary

99%

Accounts

3,805

Average account

$205K

Employees

75

Advisory reps

84

Registered since

2018

Jurisdictions

42

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• John Christopher Conrath Managing Member CRD 4686217
• John Michael Billy Jr Managing Member, Chief Compliance Officer CRD 2714279

Advisory reps 3 of 84

• Robert Paul Aborn Jr. Insurance Agent · Investment Adviser Rep CRD 7055375
• Tillie Allison Insurance Agent · Investment Adviser Rep CRD 7800919
• Henry Carl Angelucci Jr. Insurance Agent · Investment Adviser Rep CRD 6801665

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

Location

Headquarters

27499 Riverview Center Blvd Ste 406
Bonita Springs, FL 34134

County

Lee

Metro area

Cape Coral-Fort Myers, FL

Region

South

Registrations

• SEC registered
• Registered in 42 jurisdictions
• Website: portfoliomedics.com

Every state, with registration dates

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