PORTFOLIO INTEGRATION, LLC
CRD #132325 SEC #801-67937 GREENWICH, CT 203-325-3256
SEC Registered
Total AUM
$33.2M
Discretionary
$0
Employees
5
Clients
0
Accounts
3
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 11, 2007
- 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 |
|---|---|---|---|---|
| ZACH, FRANK, ALOIS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| ZACH, FRANK, ALOIS | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
Registrations
Federal
IA
May 11, 2007 REGISTERED
Notice Filings (1)
CT
Address
2 SOUNDVIEW DRIVE, SUITE 100GREENWICH, CT 6830
USA
Phone: 203-325-3256