PORTSIDE WEALTH GROUP, LLC is a Provo, Utah based financial advisory firm with nearly $1,125,318,236 in assets under management and provides investment advisory services for 6507 clients. There are currently 43 financial advisors at the firm.
General Information |
| Firm CRD#: | 325175 | |
| SEC#: | 801-127529 | |
| Assets under Management: | $1,125,318,236 | |
| No. of Clients: | 6507 | |
| No. of Advisors: | 43 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors | |
| Fee Structure: | A percentage of AUM, Hourly charges, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| HEALTHEQUITY ADVISORS | 167105 | 801-78001 | 107327 | 8 | $1,194,434,022 |
| B.O.S.S. RETIREMENT ADVISORS, LLC | 171143 | 801-117974 | 11886 | 65 | $1,060,864,881 |
| PORTSIDE WEALTH GROUP, LLC | 325175 | 801-127529 | 6507 | 43 | $1,125,318,236 |
| PHYSICIAN WEALTH ADVISORS, INC. | 106043 | 801-63664 | 6048 | 15 | $1,532,368,890 |
| CAPITA FINANCIAL NETWORK, LLC | 290558 | 801-112411 | 4976 | 40 | $1,461,172,171 |
| THE NORDEN GROUP LLC | 323988 | 801-127137 | 3913 | 29 | $1,739,496,789 |
| TRUENORTH WEALTH | 142205 | 801-68446 | 2536 | 17 | $1,017,412,752 |
| ALBION FINANCIAL GROUP | 105957 | 801-18270 | 2292 | 30 | $1,597,683,119 |
| ALTA CAPITAL MANAGEMENT LLC | 106786 | 801-50778 | 1396 | 28 | $1,710,281,631 |
| CREWE ADVISORS | 173920 | 801-80723 | 1096 | 24 | $1,620,494,059 |
| ZIONS CAPITAL ADVISORS, INC. | 131308 | 801-63287 | 86 | 16 | $1,759,671,621 |
| WEST RIM CAPITAL ASSOCIATES II, L.P. | 145085 | 801-68453 | 20 | 29 | $1,623,718,883 |
| CROSS CREEK ADVISORS, LLC | 165803 | 801-77391 | 17 | 19 | $1,336,044,913 |
| DW HEALTHCARE PARTNERS | 160555 | 801-73231 | 11 | 38 | $1,538,053,907 |
| TOWER ARCH CAPITAL | 169057 | 801-100344 | 7 | 21 | $1,896,142,535 |