PORTFOLIO ADVISORY GROUP, INC.
CRD #116011 SEC #801-69130 ALEXANDRIA, VA 703-461-9193
SEC Registered
Total AUM
$36.1M
Discretionary
$31.9M
Employees
1
Clients
1
Accounts
84
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2012 | $36.1M | $31.9M | $4.1M | 1 | 26 |
| Mar 2012 | $36.1M | $31.9M | $4.1M | 1 | 26 |
| Mar 2011 | $37M | $32.8M | $4.2M | 5 | -- |
| Mar 2009 | $27.9M | $22.7M | $5.1M | 5 | -- |
DateMay 2012
Total AUM$36.1M
Discretionary$31.9M
Non-Disc.$4.1M
Employees1
Clients26
DateMar 2012
Total AUM$36.1M
Discretionary$31.9M
Non-Disc.$4.1M
Employees1
Clients26
DateMar 2011
Total AUM$37M
Discretionary$32.8M
Non-Disc.$4.2M
Employees5
Clients--
DateMar 2009
Total AUM$27.9M
Discretionary$22.7M
Non-Disc.$5.1M
Employees5
Clients--