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Portus Wealth Advisors

EST. AUM
$204,131,262

CONTACTS
2

CLIENT ACCOUNTS
528

Firm Details

Metro area Charlotte
CRD Number 300558
Website portusadvisors.com
Client types

Overview

Portus is a RIA founded in 2019 by William Bissett where they manage roughly $120m in assets and work with Wealth Management Consulting for stock and manager selection. Sakshi Chauhan is an analyst.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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