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
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Corporation
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2013
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOSSAY, CANDACE, LEAH | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| BOSSAY, CANDACE, LEAH | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| BOSSAY, CANDACE, LEAH | I | VICE PRESIDENT, COMPLIANCE OFFICER | NA | |
| BOSSAY, CANDACE, LEAH | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| BOSSAY, CANDACE, LEAH | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| BOSSAY, CANDACE, LEAH | I | VICE PRESIDENT | NA | |
| BOSSAY, CANDACE, LEAH | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| BOSSAY, CANDACE, LEAH | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| BOSSAY, CANDACE, LEAH | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| BOSSAY, CANDACE, LEAH | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| DUNCAN, CANDACE, LEAH | I | VICE PRESIDENT | NA | |
| LAWSON INVESTMENTS, INC | DE | OWNER | E | Control |
| LAWSON INVESTMENTS, INC | DE | OWNER | E | Control |
| LAWSON INVESTMENTS, INC | DE | OWNER | E | Control |
| LAWSON INVESTMENTS, INC | DE | OWNER | E | Control |
| LAWSON INVESTMENTS, INC | DE | OWNER | E | Control |
| LAWSON INVESTMENTS, INC | DE | OWNER | E | Control |
| LAWSON INVESTMENTS, INC | DE | OWNER | E | Control |
| LAWSON INVESTMENTS, INC | DE | OWNER | E | Control |
| LAWSON INVESTMENTS, INC | DE | OWNER | E | Control |
| LAWSON INVESTMENTS, INC | DE | OWNER | E | Control |
| LAWSON INVESTMENTS, INC | DE | OWNER | E | Control |
| LAWSON, CADMUS, KILGORE | I | PRESIDENT | E | Control |
| LAWSON, CADMUS, KILGORE | I | PRESIDENT | E | Control |
| LAWSON, CADMUS, KILGORE | I | PRESIDENT | E | Control |
| LAWSON, CADMUS, KILGORE | I | PRESIDENT | E | Control |
| LAWSON, CADMUS, KILGORE | I | PRESIDENT | E | Control |
| LAWSON, CADMUS, KILGORE | I | PRESIDENT | E | Control |
| LAWSON, CADMUS, KILGORE | I | PRESIDENT | E | Control |
| LAWSON, CADMUS, KILGORE | I | PRESIDENT | E | Control |
| LAWSON, CADMUS, KILGORE | I | PRESIDENT | E | Control |
| LAWSON, CADMUS, KILGORE | I | PRESIDENT | E | Control |
| LAWSON, CADMUS, KILGORE | I | PRESIDENT | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LAWSON, CADMUS, KILGORE | I | LAWSON INVESTMENTS INC | E | Control |
| LAWSON, CADMUS, KILGORE | I | LAWSON INVESTMENTS INC | E | Control |
| LAWSON, CADMUS, KILGORE | I | LAWSON INVESTMENTS INC | E | Control |
| LAWSON, CADMUS, KILGORE | I | LAWSON INVESTMENTS INC | E | Control |
| LAWSON, CADMUS, KILGORE | I | LAWSON INVESTMENTS INC | E | Control |
| LAWSON, CADMUS, KILGORE | I | LAWSON INVESTMENTS INC | E | Control |
| LAWSON, CADMUS, KILGORE | I | LAWSON INVESTMENTS INC | E | Control |
| LAWSON, CADMUS, KILGORE | I | LAWSON INVESTMENTS INC | E | Control |
| LAWSON, CADMUS, KILGORE | I | LAWSON INVESTMENTS INC | E | Control |
| LAWSON, CADMUS, KILGORE | I | LAWSON INVESTMENTS INC | E | Control |
| LAWSON, CADMUS, KILGORE | I | LAWSON INVESTMENTS INC | E | Control |
Registrations
Federal
IA
Mar 28, 2013 REGISTERED
Notice Filings (1)
TX
Address
750 N ST PAULSTE 1300
DALLAS, TX 75201-3250
United States
Phone: 214-720-9101