PORTFOLIO RESOURCES ADVISOR GROUP, INC.
CRD #144601 SEC #801-111808 CORAL GABLES, FL 305-372-0299
SEC Registered
Total AUM
$121.9M
Discretionary
$121.7M
Employees
17
Clients
11
Accounts
428
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $121.9M | $121.7M | $162.9K | 17 | 13 |
| Nov 2024 | $116M | $116M | $0 | 16 | 9 |
| Oct 2024 | $107.8M | $107.8M | $0 | 18 | 0 |
| May 2024 | $107.8M | $107.8M | $0 | 18 | 0 |
| Jan 2024 | $107.8M | $107.8M | $0 | 18 | 0 |
| Oct 2023 | $107.8M | $107.8M | $0 | 18 | 0 |
| Sep 2022 | $99M | $99M | $0 | 15 | 0 |
| Aug 2022 | $110.7M | $110.7M | $0 | 13 | 6 |
| Nov 2021 | $110.7M | $110.7M | $0 | 13 | 6 |
| Oct 2021 | $110.7M | $110.7M | $0 | 15 | 6 |
| Oct 2021 | $110.7M | $110.7M | $0 | 16 | 6 |
| Aug 2021 | $140.9M | $140.9M | $0 | 17 | 10 |
| Apr 2021 | $140.9M | $140.9M | $0 | 15 | 10 |
| Jan 2021 | $163.1M | $163.1M | $0 | 16 | 10 |
| Oct 2020 | $163.1M | $163.1M | $0 | 17 | 10 |
| Jun 2020 | $136.8M | $136.8M | $0 | 16 | 10 |
| Nov 2019 | $136.8M | $136.8M | $0 | 16 | 10 |
| Oct 2019 | $136.8M | $136.8M | $0 | 16 | 10 |
| Aug 2019 | $149.7M | $149.7M | $0 | 16 | 12 |
| Oct 2018 | $149.7M | $149.7M | $0 | 16 | 12 |
| Sep 2017 | $121.2M | $121.2M | $0 | 14 | 500 |
| Sep 2017 | $121.2M | $121.2M | $0 | 14 | 500 |
| Jun 2012 | $51.3M | $51.3M | $0 | 11 | 300 |
| Jun 2012 | $51.3M | $51.3M | $0 | 11 | 300 |
| Jun 2012 | $51.3M | $51.3M | $0 | 11 | 300 |
| Jun 2012 | $51.3M | $51.3M | $0 | 11 | 300 |
| Jun 2012 | $51.3M | $51.3M | $0 | 11 | 300 |
| May 2012 | $51.3M | $51.3M | $0 | 11 | 300 |
| May 2012 | $51.3M | $51.3M | $0 | 11 | 300 |
| May 2012 | $51.3M | $51.3M | $0 | 11 | 300 |
| Apr 2012 | $51.3M | $51.3M | $0 | 11 | 300 |
| Apr 2012 | $51.3M | $51.3M | $0 | 11 | 300 |
| Apr 2012 | $51.3M | $51.3M | $0 | 11 | 300 |
| Mar 2012 | $51.3M | $51.3M | $0 | 11 | 300 |
| Mar 2012 | $51.3M | $51.3M | $0 | 11 | 300 |
| Nov 2011 | $32.6M | $32.6M | $0 | 11 | 600 |
| Nov 2011 | $64.5M | $64.5M | $0 | 11 | 625 |
| Sep 2011 | $64.5M | $64.5M | $0 | -- | -- |
| Aug 2011 | $64.5M | $64.5M | $0 | -- | -- |
| Jul 2011 | $64.5M | $64.5M | $0 | -- | -- |
| Jun 2011 | $64.5M | $64.5M | $0 | -- | -- |
| Oct 2010 | $64.5M | $64.5M | $0 | -- | -- |
| Oct 2010 | $64.5M | $64.5M | $0 | -- | -- |
| Sep 2010 | $65.4M | $65.4M | $0 | -- | -- |
| Aug 2010 | $65.4M | $65.4M | $0 | -- | -- |
| Apr 2009 | $76M | $76M | $0 | -- | -- |
| Apr 2009 | $76M | $76M | $0 | -- | -- |
DateOct 2025
Total AUM$121.9M
Discretionary$121.7M
Non-Disc.$162.9K
Employees17
Clients13
DateNov 2024
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees16
Clients9
DateOct 2024
Total AUM$107.8M
Discretionary$107.8M
Non-Disc.$0
Employees18
Clients0
DateMay 2024
Total AUM$107.8M
Discretionary$107.8M
Non-Disc.$0
Employees18
Clients0
DateJan 2024
Total AUM$107.8M
Discretionary$107.8M
Non-Disc.$0
Employees18
Clients0
DateOct 2023
Total AUM$107.8M
Discretionary$107.8M
Non-Disc.$0
Employees18
Clients0
DateSep 2022
Total AUM$99M
Discretionary$99M
Non-Disc.$0
Employees15
Clients0
DateAug 2022
Total AUM$110.7M
Discretionary$110.7M
Non-Disc.$0
Employees13
Clients6
DateNov 2021
Total AUM$110.7M
Discretionary$110.7M
Non-Disc.$0
Employees13
Clients6
DateOct 2021
Total AUM$110.7M
Discretionary$110.7M
Non-Disc.$0
Employees15
Clients6
DateOct 2021
Total AUM$110.7M
Discretionary$110.7M
Non-Disc.$0
Employees16
Clients6
DateAug 2021
Total AUM$140.9M
Discretionary$140.9M
Non-Disc.$0
Employees17
Clients10
DateApr 2021
Total AUM$140.9M
Discretionary$140.9M
Non-Disc.$0
Employees15
Clients10
DateJan 2021
Total AUM$163.1M
Discretionary$163.1M
Non-Disc.$0
Employees16
Clients10
DateOct 2020
Total AUM$163.1M
Discretionary$163.1M
Non-Disc.$0
Employees17
Clients10
DateJun 2020
Total AUM$136.8M
Discretionary$136.8M
Non-Disc.$0
Employees16
Clients10
DateNov 2019
Total AUM$136.8M
Discretionary$136.8M
Non-Disc.$0
Employees16
Clients10
DateOct 2019
Total AUM$136.8M
Discretionary$136.8M
Non-Disc.$0
Employees16
Clients10
DateAug 2019
Total AUM$149.7M
Discretionary$149.7M
Non-Disc.$0
Employees16
Clients12
DateOct 2018
Total AUM$149.7M
Discretionary$149.7M
Non-Disc.$0
Employees16
Clients12
DateSep 2017
Total AUM$121.2M
Discretionary$121.2M
Non-Disc.$0
Employees14
Clients500
DateSep 2017
Total AUM$121.2M
Discretionary$121.2M
Non-Disc.$0
Employees14
Clients500
DateJun 2012
Total AUM$51.3M
Discretionary$51.3M
Non-Disc.$0
Employees11
Clients300
DateJun 2012
Total AUM$51.3M
Discretionary$51.3M
Non-Disc.$0
Employees11
Clients300
DateJun 2012
Total AUM$51.3M
Discretionary$51.3M
Non-Disc.$0
Employees11
Clients300
DateJun 2012
Total AUM$51.3M
Discretionary$51.3M
Non-Disc.$0
Employees11
Clients300
DateJun 2012
Total AUM$51.3M
Discretionary$51.3M
Non-Disc.$0
Employees11
Clients300
DateMay 2012
Total AUM$51.3M
Discretionary$51.3M
Non-Disc.$0
Employees11
Clients300
DateMay 2012
Total AUM$51.3M
Discretionary$51.3M
Non-Disc.$0
Employees11
Clients300
DateMay 2012
Total AUM$51.3M
Discretionary$51.3M
Non-Disc.$0
Employees11
Clients300
DateApr 2012
Total AUM$51.3M
Discretionary$51.3M
Non-Disc.$0
Employees11
Clients300
DateApr 2012
Total AUM$51.3M
Discretionary$51.3M
Non-Disc.$0
Employees11
Clients300
DateApr 2012
Total AUM$51.3M
Discretionary$51.3M
Non-Disc.$0
Employees11
Clients300
DateMar 2012
Total AUM$51.3M
Discretionary$51.3M
Non-Disc.$0
Employees11
Clients300
DateMar 2012
Total AUM$51.3M
Discretionary$51.3M
Non-Disc.$0
Employees11
Clients300
DateNov 2011
Total AUM$32.6M
Discretionary$32.6M
Non-Disc.$0
Employees11
Clients600
DateNov 2011
Total AUM$64.5M
Discretionary$64.5M
Non-Disc.$0
Employees11
Clients625
DateSep 2011
Total AUM$64.5M
Discretionary$64.5M
Non-Disc.$0
Employees--
Clients--
DateAug 2011
Total AUM$64.5M
Discretionary$64.5M
Non-Disc.$0
Employees--
Clients--
DateJul 2011
Total AUM$64.5M
Discretionary$64.5M
Non-Disc.$0
Employees--
Clients--
DateJun 2011
Total AUM$64.5M
Discretionary$64.5M
Non-Disc.$0
Employees--
Clients--
DateOct 2010
Total AUM$64.5M
Discretionary$64.5M
Non-Disc.$0
Employees--
Clients--
DateOct 2010
Total AUM$64.5M
Discretionary$64.5M
Non-Disc.$0
Employees--
Clients--
DateSep 2010
Total AUM$65.4M
Discretionary$65.4M
Non-Disc.$0
Employees--
Clients--
DateAug 2010
Total AUM$65.4M
Discretionary$65.4M
Non-Disc.$0
Employees--
Clients--
DateApr 2009
Total AUM$76M
Discretionary$76M
Non-Disc.$0
Employees--
Clients--
DateApr 2009
Total AUM$76M
Discretionary$76M
Non-Disc.$0
Employees--
Clients--