Portland Financial Advisors Inc
● SEC registered since 2019CRD 127371SEC# 801-115289
Reg. AUM
$105.8M
Employees
2
Accounts
169
Location
—
Portland Financial Advisors Inc assets under management
Portland Financial Advisors Inc is a registered investment adviser overseen by the SEC. The firm has been registered since 2019. It reports $105.8 million in regulatory assets under management and employs 2 people.
Portland Financial Advisors Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gabriel J. Markiz Control | President, Chief Compliance Officer | Over 75% | 2007 |
| Randi Ellen Alberts-Markiz Control | Secretary/Treasurer | 10-25% | 2019 |
Frequently asked questions
How much does Portland Financial Advisors Inc manage?
Portland Financial Advisors Inc reports $105.8 million in regulatory assets under management on its Form ADV.
How many employees does Portland Financial Advisors Inc have?
Portland Financial Advisors Inc reports 2 employees.
Does Portland Financial Advisors Inc disclose fund performance?
Portland Financial Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 503-805-3485 |
| Fax | 516-467-4044 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$105.8MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$105.8Mregulatory AUM
Discretionary $105.8M