PORTFOLIOS INC
CRD #105294 SEC #801-8072 DALLAS, TX 214-720-9101
SEC Registered Disclosures
Total AUM
$165.5M
Discretionary
$165.5M
Employees
1
Clients
0
Accounts
46
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2013 | $165.5M | $165.5M | $0 | 1 | 26 |
| Mar 2012 | $167M | $167M | $0 | 1 | 26 |
| Mar 2009 | $150.8M | $150.8M | $0 | 5 | -- |
| Mar 2008 | $175.3M | $175.3M | $0 | 5 | -- |
| May 2007 | $178.4M | $178.4M | $0 | 5 | -- |
| Mar 2007 | $178.4M | $178.4M | $0 | 5 | -- |
| Mar 2006 | $170.6M | $170.6M | $0 | 5 | -- |
| Sep 2005 | $176.4M | $176.4M | $0 | 5 | -- |
| Sep 2005 | $176.4M | $176.4M | $0 | 5 | -- |
| Mar 2004 | $165.6M | $165.6M | $0 | 5 | -- |
| Apr 2002 | $178M | $178M | $0 | 5 | -- |
DateMar 2013
Total AUM$165.5M
Discretionary$165.5M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$167M
Discretionary$167M
Non-Disc.$0
Employees1
Clients26
DateMar 2009
Total AUM$150.8M
Discretionary$150.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$175.3M
Discretionary$175.3M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$178.4M
Discretionary$178.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$178.4M
Discretionary$178.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$170.6M
Discretionary$170.6M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$176.4M
Discretionary$176.4M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$176.4M
Discretionary$176.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$165.6M
Discretionary$165.6M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$178M
Discretionary$178M
Non-Disc.$0
Employees5
Clients--