PORTFOLIO EVALUATIONS, INC.
CRD #129123 SEC #801-70015 WARREN, NJ 973-538-4347
SEC Registered
Total AUM
--
Discretionary
--
Employees
45
Clients
--
Accounts
--
Firm Details
- Organization Type
- Corporation
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 24, 2022
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SASSO, MICHAEL, ALAN | I | CO-FOUNDER | C | Control |
| SASSO, MICHAEL, ALAN | I | CO-FOUNDER | C | Control |
| SASSO, MICHAEL, ALAN | I | CO-FOUNDER | C | Control |
| SASSO, MICHAEL, ALLEN | I | PRINCIPAL | C | Control |
| SASSO, MICHAEL, ALLEN | I | PRINCIPAL | C | Control |
| SASSO, MICHAEL, ALLEN | I | PRINCIPAL | C | Control |
| SASSO, MICHAEL, ALLEN | I | PRINCIPAL | C | Control |
| SASSO, MICHAEL, ALLEN | I | PRINCIPAL | C | Control |
| SASSO, MICHAEL, ALLEN | I | PRINCIPAL | C | Control |
| SASSO, MICHAEL, ALLEN | I | PRINCIPAL | C | Control |
| SASSO, MICHAEL, ALLEN | I | PRINCIPAL | C | Control |
| SASSO, MICHAEL, ALLEN | I | PRINCIPAL | C | Control |
| SASSO, MICHAEL, ALLEN | I | PRINCIPAL | C | Control |
| SASSO, MICHAEL, ALLEN | I | PRINCIPAL | C | Control |
| SASSO, MICHAEL, ALLEN | I | PRINCIPAL | C | Control |
| SASSO, MICHAEL, ALLEN | I | PRINCIPAL | C | Control |
| SASSO, MICHAEL, ALLEN | I | CO-FOUNDER | C | Control |
| TORBINSKI, RICHARD | I | PRINCIPAL | C | Control |
| TORBINSKI, RICHARD | I | PRINCIPAL | C | Control |
| TORBINSKI, RICHARD | I | PRINCIPAL | C | Control |
| TORBINSKI, RICHARD | I | PRINCIPAL | C | Control |
| TORBINSKI, RICHARD | I | PRINCIPAL | C | Control |
| TORBINSKI, RICHARD | I | PRINCIPAL | C | Control |
| TORBINSKI, RICHARD | I | PRINCIPAL | C | Control |
| TORBINSKI, RICHARD | I | PRINCIPAL | C | Control |
| TORBINSKI, RICHARD | I | PRINCIPAL | C | Control |
| TORBINSKI, RICHARD | I | PRINCIPAL | C | Control |
| TORBINSKI, RICHARD | I | PRINCIPAL | C | Control |
| TORBINSKI, RICHARD | I | PRINCIPAL | C | Control |
| TORBINSKI, RICHARD | I | PRINCIPAL | C | Control |
| TORBINSKI, RICHARD | I | CO-FOUNDER | C | Control |
| TORBINSKI, RICHARD | I | CO-FOUNDER | C | Control |
| TORBINSKI, RICHARD | I | CO-FOUNDER | C | Control |
| TORBINSKI, RICHARD | I | CO-FOUNDER | C | Control |
| TOTH, ATTILA, THOMAS | I | CHIEF COMPLIANCE OFFICER | C | Control |
| TOTH, ATTILA, THOMAS | I | CHIEF COMPLIANCE OFFICER | C | Control |
| TOTH, ATTILA, THOMAS | I | CHIEF COMPLIANCE OFFICER | C | Control |
| TOTH, ATTILA, THOMAS | I | CHIEF COMPLIANCE OFFICER | C | Control |
| TOTH, ATTILA, THOMAS | I | CHIEF COMPLIANCE OFFICER | C | Control |
| TOTH, ATTILA, THOMAS | I | CHIEF COMPLIANCE OFFICER | C | Control |
| TOTH, ATTILA, THOMAS | I | CHIEF COMPLIANCE OFFICER | C | Control |
| TOTH, ATTILA, THOMAS | I | CHIEF COMPLIANCE OFFICER | C | Control |
| TOTH, ATTILA, THOMAS | I | CHIEF COMPLIANCE OFFICER | C | Control |
| TOTH, ATTILA, THOMAS | I | CHIEF COMPLIANCE OFFICER | C | Control |
| TOTH, ATTILA, THOMAS | I | CHIEF COMPLIANCE OFFICER | C | Control |
| TOTH, ATTILA, THOMAS | I | CHIEF COMPLIANCE OFFICER | C | Control |
| TOTH, ATTILA, THOMAS | I | CHIEF COMPLIANCE OFFICER | C | Control |
| TOTH, ATTILA, THOMAS | I | CHIEF COMPLIANCE OFFICER/CO-FOUNDER | C | Control |
| TOTH, ATTILA, THOMAS | I | CHIEF COMPLIANCE OFFICER/CO-FOUNDER | C | Control |
| TOTH, ATTILA, THOMAS | I | CHIEF COMPLIANCE OFFICER/CO-FOUNDER | C | Control |
| TOTH, ATTILA, THOMAS | I | CHIEF COMPLIANCE OFFICER/CO-FOUNDER | C | Control |
Registrations
Federal
IA
Mar 24, 2022 REGISTERED
Notice Filings (26)
AL AZ CA CO CT DC FL GA IL KS KY MA MD MI MO NH NJ NV NY OH PA RI SC TN TX VA
Address
15 INDEPENDENCE BOULEVARDWARREN, NJ 07059
United States
Phone: 973-538-4347