Portfolio Advisory Group, Inc.
● SEC registered since 2026CRD 116011SEC# 801-135985Alexandria, VA
Reg. AUM
$115.8M
Employees
2
Accounts
180
Location
Alexandria, VA
Portfolio Advisory Group, Inc. assets under management
Portfolio Advisory Group, Inc. is a registered investment adviser overseen by the SEC based in Alexandria, VA. The firm has been registered since 2026. It reports $115.8 million in regulatory assets under management and employs 2 people.
Portfolio Advisory Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Thomas Sendi Control | Vice-President | 50-75% | 1998 |
| David Allen Sendi Control | President/Chief Compliance Officer | 50-75% | 1998 |
Frequently asked questions
How much does Portfolio Advisory Group, Inc. manage?
Portfolio Advisory Group, Inc. reports $115.8 million in regulatory assets under management on its Form ADV.
How many employees does Portfolio Advisory Group, Inc. have?
Portfolio Advisory Group, Inc. reports 2 employees.
Where is Portfolio Advisory Group, Inc. located?
Portfolio Advisory Group, Inc. is based in Alexandria, VA and has been SEC-registered since 2026.
Does Portfolio Advisory Group, Inc. disclose fund performance?
Portfolio Advisory Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5425 Duke Street, Alexandria, VA 22304 |
| Phone | 703-461-9193 |
| Fax | 703-823-0834 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$115.8MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$115.8Mregulatory AUM
Discretionary $114MNon-discretionary $1.8M