AdvisorEngine Portfolio Solutions Inc.

EST. AUM
$331,258,026

CONTACTS

CLIENT ACCOUNTS
1,410

Firm Details

Metro area Raleigh
CRD Number 336317
Website advisorengine-portfolio-solutions.com
Client types

Overview

AdvisorEngine Portfolio Solutions Inc. is a registered investment adviser organized in Delaware and a wholly owned subsidiary of FT FinTech Holdings LLC. The firm delivers investment advisory services exclusively through advisory firms and is responsible for the oversight and administration of its investment programs. AdvisorEngine Portfolio Solutions conducts initial and ongoing due diligence on investment strategies, model portfolios, model providers, and service providers made available through its programs. The firm maintains discretionary authority over client accounts while working with its sub-adviser and third-party managers to support portfolio implementation and monitoring. Advisory firms remain responsible for determining client suitability and selecting appropriate investment strategies based on client objectives. AdvisorEngine Portfolio Solutions also oversees operational processes, monitors the performance of its sub-adviser, and provides governance through its investment committee to support consistent management of its advisory programs.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

AdvisorEngine Portfolio Solutions Inc.

Platform Details

Investment Preferences

Alternative Activity

Address

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