PORTFOLIOXCHANGE.COM, INC.
CRD #110500 SEC #801-58215 MILPITAS, CA 408-957-4330
SEC Registered
Total AUM
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Discretionary
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Employees
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Clients
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Accounts
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Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 13, 2001
- 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 |
|---|---|---|---|---|
| DARE, LISA, KIMBERLY | I | CO-FOUNDER, DIR., FINANCIAL ANALYST | NA | Control |
| ILAPAVULURI, SATYA, SREENIVAS | I | PRESIDENT, DIRECTOR, FOUNDER, CEO | E | Control |
Registrations
Federal
IA
Sep 13, 2001 REGISTERED
Notice Filings (49)
AK AL AR AZ CA CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VT WA WV
Address
82 NORTH MAIN STREET, SUITE 210MILPITAS, CA 95035
USA
Phone: 408-957-4330