$151.9M Total AUM
$151.9M Disc. AUM
5.0% 3Y CAGR
3 Employees
111 ADV. Clients
33 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-03-1992
- Office Locations
- 1
Office Locations
500 West 2ND Street Suite 1900 Austin TX
About Portfolio Management, LLC
Portfolio Management, LLC is a Austin-based RIA. The firm has been operating for 33 years. Managing $151.9M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and JP Morgan.
Team overview
29 AVG AGE
$50.6M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
9.7 yrs AVG TENURE
3 Employees
3 Advisory Reps
2 RIA Reps
33yrs Firm Age
Insights
Available
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
RICHARD WINTHROP KRANZ
Owner, President, VICE PRESIDENT
- CRD
- #1121438
- Ownership
- 75% or more
Available
Available
Available
Brinley Emma Kranz LeDonne
Chief Compliance Officer, Financial Advisor, President
- CRD
- #7058631
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $151,931,481 | $493,284 |
| Non-Discretionary | $0 | -- |
| Total | $151,931,481 | $493,284 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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