Investment adviser · CRD 336317
ADVISORENGINE PORTFOLIO SOLUTIONS INC.
Investment adviser filing (IA)
RALEIGH, NC, United States · Form ADV filed Jun 18, 2026
- Regulatory AUM
- $176M Form ADV · Item 5.F
- Client accounts
- 587 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other investment advisers | Fewer than 5 | $176,392,715 | 100.0% |
Filing source
Form ADV 2114169 · Jun 18, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 18, 2026. View historical filings
Reported services
Business portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
1616 E MILLBROOK ROAD, SUITE 210RALEIGH, NC, 27609, United States
CRD 336317
Filing source
Form ADV 2114169 · Jun 18, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.