CRD: 124698
Portfolio Income Advisers, INC
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-21-2003
- Office Locations
- 1
Office Locations
About Portfolio Income Advisers, INC
Panama City, FL fee-only advisor focused on retirement planning and portfolio income. Provides a private concierge approach across investments, tax and estate risks, building allocations for growth, bond and dividend income, hedging, capital preservation and tax efficiency. Client accounts are custodied at a discount broker (Interactive Brokers), with the firm preparing setup/funding paperwork and offering real-time online viewing and optional monthly bank deposits.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 26 clients, or 26 clients per representative. That equates to $151.6K in reported AUM per client.
The profile lists 1 reported office location and 23 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
No additional data categories are currently listed.
Owner & Executives
NORBERT DANIEL RUDEK
Portfolio Manager, President
- CRD
- #2021532
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,941,127 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,941,127 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Portfolio Income Advisers, INC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.