P
$35.3M Total AUM
$35.3M Disc. AUM
-- 3Y CAGR
1 Employees
130 ADV. Clients
35 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-08-1991
- Office Locations
- 1
Office Locations
1410 Georgia St. Vallejo CA
About Porta Investment Management
Porta Investment Management is a Vallejo-based RIA. The firm has been operating for 35 years. Managing $35.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$35.3M AVG AUM / ADVISOR
$271.5K AVG AUM / CLIENT
2.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
35yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
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Investment Vehicles
Available
Services
Available
Owner & Executives
T
THOMAS KABRICK PORTA
Owner
- CRD
- #2006268
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,300,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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