Investment adviser · CRD 105294

PORTFOLIOS INC

Investment adviser filing (IA)

DALLAS, TX, United States · Form ADV filed Mar 28, 2013

Regulatory AUM
$165M
Form ADV · Item 5.F
Client accounts
46
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
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 28, 2013. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management

Compensation

Percentage of assets

Principal office

750 N ST PAUL, STE 1300
DALLAS, TX, 75201-3250, United States

CRD 105294

Filing source

Form ADV 715829 · Mar 28, 2013 · 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.