P
$38.3M Total AUM
$38.3M Disc. AUM
-- 3Y CAGR
3 Employees
43 ADV. Clients
23 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-28-2003
- Office Locations
- 1
Office Locations
-- Knoxville TN
About Portfolio Audit, LLC
Portfolio Audit, LLC is a Knoxville-based RIA. The firm has been operating for 23 years. Managing $38.3M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$12.8M AVG AUM / ADVISOR
$891.5K AVG AUM / CLIENT
17.4 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
23yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
T
THOMAS ATLEE SAYRES
Chief Executive Officer, COMPLIANCE OFFICER, Managing Member, Principal, Secretary
- CRD
- #2614944
- Ownership
- 75% or more
Available
Available
Available
S
STEPHANIE WATSON SAYRES
Principal
- CRD
- #4529864
- Ownership
- 5% but less than 10%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,335,681 | -- |
| Non-Discretionary | $0 | -- |
| Total | $38,335,681 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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