CRD: 157609
Research & Portfolio Management
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- Custodian
- Raymond James
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-17-2011
- Office Locations
- 1
Office Locations
About Research & Portfolio Management
Research & Portfolio Management is a Kentucky-based retail RIA providing independent research, investment planning, and active portfolio management for individuals focused on wealth accumulation. Portfolios are implemented primarily with ETFs alongside cash and high-quality fixed income, custodied at Raymond James. The advisory team cites 70+ years of combined investment experience.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL CHARLES WEBER
Chief Compliance Officer, Investment Advisor, President
- CRD
- #1255635
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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LUANN DRISCOLL
Investment Advisor
- CRD
- #2104222
MICHAEL LEONARD WEBER
Investment Advisor
- CRD
- #5733392
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $155,138,423 | $615,629 |
| Non-Discretionary | $5,667,874 | $809,696 |
| Total | $160,806,297 | $620,874 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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