PORTFOLIO MEDICS, LLC
Adviser information for PORTFOLIO MEDICS, LLC last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 75 |
|---|---|
| Investment Advisory/Research | 75 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 70 |
| Licensed Agents of an Insurance Company | 13 |
| No. of Firms/People that Solicit Clients | 3 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2,406 | $492.0M |
| Non-Discretionary | 93 | $7.6M |
| Total | 2,499 | $499.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 2,479 | $453.5M |
| HNW Individuals | 20 | $46.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-113846 |
|---|---|
| SEC ERA File Number | 801-113846 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 145958 |
| Legal Entity Identifier | None |
Principal Office
27499 RIVERVIEW CENTER BLVDSUITE 406
BONITA SPRINGS
FL
United States
Monday - Friday, 9:00AM-5:00PM
Tel: (239) 444-1766, Fax: 775-806-6006
Websites
Chief Compliance Officer
JOHN M. BILLY, JR.
MANAGING MEMBER
7433 BURSON SPRINGS COURT
WESTERVILLE
OH
United States
Tel:
614-899-9852
Fax:
775-806-6006
J*****@******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BILLY, JOHN, MICHAEL | Individual | – | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 12/2007 | 50-75% |
| CONRATH, JOHN, CHRISTOPHER | Individual | – | MANAGING MEMBER | 12/2007 | 50-75% |