Jeffrey
Porter

Porter Capital Management Co

CRD#1055623
Investment Advisor
in Greenbrae, CA

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About this Advisor

Jeffrey Porter is an advisor based in Greenbrae, California. Currently an advisor with Porter Capital Management Co, Porter has an impressive 28 years of professional experience as a registered investment advisor. Porter is able to serve clients in California. Porter has worked their career at Porter Capital Management Co. Porter Capital Management Co is headquartered in Greenbrae, California. As a registered advisory firm, Porter Capital Management Co manages $35 million in assets covering two accounts and employs two staff members. The amount of assets the firm manages makes it one of the smaller firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the advisory firm's 2 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in assets. Porter Capital Management Co can provide portfolio management for pooled investment vehicles. The firm's fees may include asset-based and other fees.

Years of Experience

28 years

Services Offered

Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

300 Drakes Landing Rd. Ste. 171
Greenbrae, CA 94904

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Porter Capital Management Co Brokerage Details

Total Assets Under Management

$35,091,193

CA Average: $7,578,581,321
Total Number of Employees

2

CA Average: 43
Total Number of Accounts

2

CA Average: 3,727
Average Account Size

$17,545,596

CA Average: $2,033,427

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Investment Advisory Services

  • Portfolio management for pooled investment vehicles

Jeffrey Porter Work History

Jeffrey has 28 years of experience.

1992 - Present (29 years)

Porter Capital Management Co

Disclosures

Jeffrey Porter has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Porter Capital Management Co

Sean Lamb
Greenbrae, CA
Jeffrey Porter
Greenbrae, CA

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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