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- Custodian
- E*TRADE
- Clients
- Retail
- Platforms
- Harbor catalyst
- Established Date
- 02-08-2008
- Office Locations
- 73
Office Locations
About Portfolio Medics, LLC
Portfolio Medics is an SEC-registered RIA that partners with independent representatives as a turn-key investment management firm. It builds client portfolios using actively managed strategies from outside strategists, continuously benchmarks them, and replaces approaches that miss internal criteria. Omnibus-level trading helps smaller accounts access multiple strategies, supported by online risk profiling, case design for client presentations, and rep-led webinars.
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Owner & Executives
JOHN MICHAEL BILLY JR
Co-Founder, Managing Partner
- CRD
- #2714279
- Ownership
- 50% but less than 75%
JOHN CHRISTOPHER CONRATH
Investment Advisor, Managing Member
- CRD
- #4686217
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Robert Paul Aborn Jr
--
- CRD
- #7055375
Tillie Allison
--
- CRD
- #7800919
Eagle pioneer
Focus signal ridge
- CRD
- #83398
Showing 2 of 83 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $770,611,801 | $204,895 |
| Non-Discretionary | $9,847,565 | $223,808 |
| Total | $780,459,366 | $205,114 |
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Separately Managed Accounts
Total SMA Asset: $780,459,366
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,784,501,850 | 24.6% |
| Equity - Exchange | $5,469,570,712 | 75.4% |
| Total | $7,254,072,562 | 100.0% |