Portfolio Medics, LLC
Portfolio Medics, LLC (CRD# 145958) is a financial advisory firm headquartered in Bonita Springs, FL. They manage $499,609,065 in 2,499 accounts and serve the financial needs of clients across 39 states (or territories).
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Total Assets Under Management500MILLION
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Total Number of Accounts2,499ACCOUNTS
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Average Account Value$199,924
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
Michael Petticord (CRD# 1176088) is an Investment Advisor Representative working at Portfolio Medics, LLC in Winston Salem, NC and has over 15 years of experience in the finance industry.
Cyril Roseman (CRD# 2268422) is an Investment Advisor Representative working at Portfolio Medics, LLC in La Mesa, CA and has over 31 years of experience in the finance industry.
Stephen Schwesinger (CRD# 6225848) is an Investment Advisor Representative working at Portfolio Medics, LLC in Canonsburg, PA and has over 7 years of experience in the finance industry.
Richard Simpson (CRD# 2451373) is an Investment Advisor Representative working at Portfolio Medics, LLC in Little Rock, AR and has over 28 years of experience in the finance industry.
Neal Skiles (CRD# 5510772) is an Investment Advisor Representative working at Portfolio Medics, LLC in Bonita Springs, FL and has over 16 years of experience in the finance industry.
Michael Sloan (CRD# 1430910) is an Investment Advisor Representative working at Portfolio Medics, LLC in Clermont, FL and has over 30 years of experience in the finance industry.
Paul Tarins (CRD# 3050063) is an Investment Advisor Representative working at Portfolio Medics, LLC in Winter Park, FL and has over 25 years of experience in the finance industry.
David Wagner (CRD# 1681562) is an Investment Advisor Representative working at Portfolio Medics, LLC in Claremont, FL and has over 36 years of experience in the finance industry.
Brion Walters (CRD# 2389492) is an Investment Advisor Representative working at Portfolio Medics, LLC in Bonita Springs, FL and has over 18 years of experience in the finance industry.
Geryl Winterowd (CRD# 6643360) is an Investment Advisor Representative working at Portfolio Medics, LLC in Bonita Springs, FL and has over 8 years of experience in the finance industry.