$7.9M Total AUM
$7.9M Disc. AUM
-- 3Y CAGR
1 Employees
45 ADV. Clients
7 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-17-2018
- Office Locations
- 1
Office Locations
-- Flushing NY
About THE Profolio Group, LLC
The Profolio Group, LLC is a retail RIA providing financial/wealth planning and portfolio construction, combining investment strategies with technology to keep costs down and a stated focus on making the world a better place. Portfolios are primarily ETF-based with an emphasis on asset allocation and risk management, and the firm custodies assets through Interactive Brokers.
Team overview
-- AVG AGE
$7.9M AVG AUM / ADVISOR
$175.3K AVG AUM / CLIENT
4.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
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Owner & Executives
J
JONATHAN SHAFFER SEIF
Chief Compliance Officer, Executive Vice President, FOUNDER, Managing Member
- CRD
- #5591743
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,889,155 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,889,155 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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