Portside Investment Advisors, LLC

Portside Investment Advisors, LLC (CRD# 294494) is a financial advisory firm headquartered in Mequon, WI. They manage $55,912,190 in 162 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1045 West Glen Oaks Lane, Suite 103, Mequon, WI 53092
http://portsideia.com
By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    162
    ACCOUNTS
  • Average Account Value
    $345,137
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Portside Investment Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Eric Arvold, financial advisor Mequon WI
Eric A. Arvold
CRD#: 1659290
1045 West Glen Oaks Lane, Suite 103, Mequon, WI 53092

Eric Arvold (CRD# 1659290) is an Investment Advisor Representative working at Portside Investment Advisors, LLC in Mequon, WI and has over 37 years of experience in the finance industry.

2
Michael Holloway, financial advisor Mequon WI
Michael T. Holloway
CRD#: 4783026
1045 West Glen Oaks Lane, Suite 103, Mequon, WI 53092

Michael Holloway (CRD# 4783026) is an Investment Advisor Representative working at Portside Investment Advisors, LLC in Mequon, WI and has over 6 years of experience in the finance industry.

3
Kathleen Pederson, financial advisor Mequon WI
Kathleen S. Pederson
CRD#: 5320577
1045 West Glen Oaks Lane, Suite 103, Mequon, WI 53092

Kathleen Pederson (CRD# 5320577) is an Investment Advisor Representative working at Portside Investment Advisors, LLC in Mequon, WI and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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