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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 11, 2012
- 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 |
|---|---|---|---|---|
| SENDI, DANIEL, THOMAS | I | VICE-PRESIDENT | D | Control |
| SENDI, DANIEL, THOMAS | I | VICE-PRESIDENT | D | Control |
| SENDI, DANIEL, THOMAS | I | VICE-PRESIDENT | D | Control |
| SENDI, DANIEL, THOMAS | I | VICE-PRESIDENT | D | Control |
| SENDI, DAVID, ALLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| SENDI, DAVID, ALLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| SENDI, DAVID, ALLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| SENDI, DAVID, ALLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
May 11, 2012 REGISTERED
Notice Filings (1)
VA
Address
5425 DUKE STREETALEXANDRIA, VA 22304
United States
Phone: 703-461-9193