The PORTSIDE WEALTH GROUP is a privately held investment adviser that advises $1.43Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. PORTSIDE WEALTH GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 68.73% over the last 3-years.
The Group has been registered with the SEC for 3.36 years and is comprised of 1 filing and 0 relying advisers. They operate out of 24 office locations with their Headquarters at 3507 N UNIVERSITY AVE SUITE 150, PROVO, UTAH. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 54 employees comprised of 47 investment and 7 non-investment staff. The total number of Employees increased by 315.38% over the last 3-years.
Their $1.43Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 218 other accounts. Assets of Individuals clients own $817.8mn or 57.13% of Total Assets and High Net Worth Individuals own $408.9mn or 28.56% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
PORTSIDE WEALTH GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.