PORTFOLIO RESOURCES ADVISOR GROUP, INC.
SEC file number 801-68633
· MIAMI, FL
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$51.3M
Discretionary AUM
$51.3M
Employees
—
Clients
300
Firm
- Address
- 800 BRICKELL AVENUE, SUITE 903
MIAMI, FL 33131 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
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- ABS Japan Strategic Portfolio, LP Low name-match confidence · CIK 1860711 · CT
- Absolute Return Parallel Portfolio LP Low name-match confidence · CIK 1856761 · E9
- Absolute Return Portfolio LP Low name-match confidence · CIK 1846353 · CA
- ACRE CFPortfolio, LLC Low name-match confidence · CIK 2129535 · NY
- AEI Healthcare Portfolio VI DST Low name-match confidence · CIK 2075510 · MN
- AEI Healthcare Portfolio VII DST Low name-match confidence · CIK 2110308 · MN
- AEI NET LEASE PORTFOLIO 23 DST Low name-match confidence · CIK 1987775 · MN
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ABS Emerging Markets Strategic Portfolio, LP · D/A · Oct 23, 2026
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AEI Healthcare Portfolio VII DST · D/A · Aug 6, 2026$50.5M
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AEI Healthcare Portfolio VII DST · D/A · Jul 9, 2026$50.5M
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36ONE Offshore Segregated Portfolio of the South Africa Alpha SPC · D · Jun 30, 2026
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AEI Healthcare Portfolio VII DST · D/A · Jun 18, 2026$50.5M
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Absolute Return Portfolio LP · D/A · Jun 12, 2026
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Absolute Return Parallel Portfolio LP · D/A · Jun 12, 2026
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AEI Healthcare Portfolio VII DST · D/A · May 22, 2026$50.5M
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AEI Healthcare Portfolio VII DST · D/A · May 13, 2026$50.5M
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AEI Healthcare Portfolio VII DST · D/A · May 6, 2026$50.5M
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AEI Healthcare Portfolio VII DST · D/A · May 1, 2026$50.5M
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ACRE CFPortfolio, LLC · D · Apr 16, 2026
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AEI Healthcare Portfolio VII DST · D/A · Apr 8, 2026$50.5M
-
AEI Healthcare Portfolio VII DST · D/A · Mar 31, 2026$50.5M
-
AEI Healthcare Portfolio VII DST · D · Mar 16, 2026$50.5M
-
abrdn Eclipse HFRX Macro/CTA SPC - Segregated Portfolio · D/A · Nov 17, 2025
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AAI - North Carolina Portfolio LLC · D · Nov 12, 2025$1.5M
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ABS Japan Strategic Portfolio, LP · D/A · Oct 29, 2025
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AEI Healthcare Portfolio VI DST · D/A · Oct 23, 2025$22M
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ABS Emerging Markets Strategic Portfolio, LP · D/A · Oct 23, 2025
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AEI Healthcare Portfolio VI DST · D/A · Oct 15, 2025$22M
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AEI Healthcare Portfolio VI DST · D/A · Oct 3, 2025$22M
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AEI Healthcare Portfolio VI DST · D/A · Sep 4, 2025$22M
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AEI Healthcare Portfolio VI DST · D/A · Aug 28, 2025$22M
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AEI Healthcare Portfolio VI DST · D/A · Aug 13, 2025$22M