Dakota
Dakota
Book a Demo
Talk to an Expert

Portfolio Resources Advisor Group, INC.

EST. AUM
$121,869,009

CONTACTS
3

CLIENT ACCOUNTS
428

Firm Details

Metro area Miami
CRD Number 144601
Website prginc.net
Client types

Overview

Portfolio Resources comprises independent investment professionals dedicated to offering clients access to experienced portfolio managers and strategic financial advice. The group consists of Portfolio Resources Group, Inc., a member of FINRA, SIPC, MSRB, and FSI, serving clients across the United States and in more than 35 countries. Additionally, Portfolio Resources Advisor Group, Inc. operates as a Registered Investment Adviser, serving clients both domestically and internationally. Clients seeking tailored financial guidance are invited to contact one of their associates for personalized advice.

Platform Details

Investment Preferences

Alternative Activity

Address

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

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy