CRD: 329023
Portafolio Capital Management
$1.6M Total AUM
$1.6M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist · JP Morgan · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-07-2024
- Office Locations
- 1
Office Locations
25290a W IH-10 Frontage RD SAN Antonio TX
About Portafolio Capital Management
Portafolio Capital Management is a Texas-registered RIA providing investment advisory and portfolio management for individuals focused on retirement and long-term wealth building. The firm invests primarily in equities and other securities, with portfolios largely implemented via ETFs. PCM publishes a quarterly economic analysis and maintains an investment blog to keep clients informed.
Team overview
-- AVG AGE
$1.6M AVG AUM / ADVISOR
$223.1K AVG AUM / CLIENT
2.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
Available
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Available
Available
Available
Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Mauricio Sanchez
Chief Investment Officer
- CRD
- #6265685
- 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 | $1,561,903 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,561,903 | -- |
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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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