Portfolio Resources Advisor Group, Inc.
● SEC registered since 2017CRD 144601SEC# 801-111808Coral Gables, FL
Reg. AUM
$121.9M
Employees
17
Accounts
428
Location
Coral Gables, FL
Portfolio Resources Advisor Group, Inc. assets under management
Portfolio Resources Advisor Group, Inc. is an investment advisory firm registered with the SEC based in Coral Gables, FL. The firm has been registered since 2017. It reports $121.9 million in regulatory assets under management and employs 17 people.
Portfolio Resources Advisor Group, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Antonio Camejo Control | President/Chief Compliance Officer/Shareholder | 25-50% | 2007 |
| Inversiones Sosabas | Shareholder | 25-50% | 2007 |
| Jose Manuel Maraver | Shareholder | 25-50% | 2007 |
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Join to unlock · $37/moFrequently asked questions
How much does Portfolio Resources Advisor Group, Inc. manage?
Portfolio Resources Advisor Group, Inc. reports $121.9 million in regulatory assets under management on its Form ADV.
How many employees does Portfolio Resources Advisor Group, Inc. have?
Portfolio Resources Advisor Group, Inc. reports 17 employees.
Where is Portfolio Resources Advisor Group, Inc. located?
Portfolio Resources Advisor Group, Inc. is based in Coral Gables, FL and has been SEC-registered since 2017.
Does Portfolio Resources Advisor Group, Inc. disclose fund performance?
Portfolio Resources Advisor Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4000 Ponce de Leon Blvd Ste 670, Coral Gables, FL 33146 |
| Phone | 305-372-0299 |
| Fax | 305-372-0499 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 2038285 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$121.9MNo change
Oct '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$121.9Mregulatory AUM
Discretionary $121.7MNon-discretionary $163K