Investment adviser · CRD 283036

CENSIBLE

Investment adviser filing (IA)

PORTFOLIO.ME, LLC

KEY BISCAYNE, FL, United States · Form ADV filed Mar 31, 2017

Regulatory AUM
$774K
Form ADV · Item 5.F
Client accounts
7
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Mar 31, 2017. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

200 CRANDON BLVD SUITE 201
KEY BISCAYNE, FL, 33149, United States

CRD 283036

Filing source

Form ADV 1077171 · Mar 31, 2017 · 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.