Assets Under Management
$1.1B
Number of Clients
5,384
Number of Advisors
49
Average Client AUM
$209K
AUM per Advisor
$23.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Portside Wealth Group, LLC is a registered investment adviser offering discretionary portfolio management and financial planning services tailored to individual client needs. They may use sub-advisers and unaffiliated investment manager models. They also offer pension consulting and co-advisory services. They primarily advise on ETFs, equities, and mutual funds.
3507 N University Ave, Suite 150, Provo, UT, 84604