PORTFOLIO123 SECURITIES LLC
Legal name: PORTFOLIO123 ADVISOR
CRD #283900 SEC #801-107943 CHICAGO, IL 312-586-1101
SEC Registered
Total AUM
$1.2M
Discretionary
$1.2M
Employees
3
Clients
--
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2020 | $1.2M | $1.2M | $0 | 3 | 1 |
| May 2019 | $1M | $1M | $0 | 3 | 2 |
| Jan 2018 | $409.4K | $409.4K | $0 | 3 | 2 |
| Oct 2017 | $400K | $400K | $0 | 3 | 2 |
| Oct 2017 | $400K | $400K | $0 | 1 | 2 |
| Oct 2017 | $400K | $400K | $0 | 1 | 2 |
| Oct 2017 | $400K | $400K | $0 | 1 | 0 |
| Jan 2017 | $185K | $185K | $0 | 1 | 1 |
| Nov 2016 | $0 | $0 | $0 | 1 | 0 |
| Jul 2016 | $0 | $0 | $0 | 1 | 0 |
| Jun 2016 | $0 | $0 | $0 | 1 | 0 |
DateJul 2020
Total AUM$1.2M
Discretionary$1.2M
Non-Disc.$0
Employees3
Clients1
DateMay 2019
Total AUM$1M
Discretionary$1M
Non-Disc.$0
Employees3
Clients2
DateJan 2018
Total AUM$409.4K
Discretionary$409.4K
Non-Disc.$0
Employees3
Clients2
DateOct 2017
Total AUM$400K
Discretionary$400K
Non-Disc.$0
Employees3
Clients2
DateOct 2017
Total AUM$400K
Discretionary$400K
Non-Disc.$0
Employees1
Clients2
DateOct 2017
Total AUM$400K
Discretionary$400K
Non-Disc.$0
Employees1
Clients2
DateOct 2017
Total AUM$400K
Discretionary$400K
Non-Disc.$0
Employees1
Clients0
DateJan 2017
Total AUM$185K
Discretionary$185K
Non-Disc.$0
Employees1
Clients1
DateNov 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0