Portfolio Advisory Partners

EST. AUM
$0

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Firm Details

Metro area Princeton
CRD Number 336215
Website portfolioadvisorypartners.com
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Overview

Portfolio Advisory Partners LLC is an SEC-registered investment adviser providing technology-driven investment advisory services to individual investors. Its primary offering is Portfolio Optimizer, an internet-based platform that evaluates existing equity portfolios, models potential performance, and recommends optimized equity portfolios based on an investor's risk characteristics, age, liquid assets, and other financial factors. The firm charges a flat access fee rather than an asset-based management fee. Client assets remain with external custodians or broker-dealers. Portfolio Advisory Partners does not appear to sponsor private funds, operate as a broker-dealer, or manage institutional pooled capital. Its advisory model is therefore best characterized as a digital RIA/wealth-management service.

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

Portfolio Advisory Partners

Platform Details

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