Aaron
Katsman
Portfolio Resources Advisor Group, Inc
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About this Advisor
Aaron Katsman is a financial advisor based in Miami, Florida, working with Portfolio Resources Advisor Group, Inc. Aaron has previously held positions at Portfolio Resources Group, Inc, Lighthouse Capital LTD, and Portfolio Resources Advisor Group, Inc. Aaron has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Aaron is part of Portfolio Resources Advisor Group, Inc, which operates out of Miami, Florida. The firm has 10 offices and 18 employees. The firm manages assets totaling $107.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Portfolio Resources Advisor Group, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Portfolio Resources Advisor Group, Inc Brokerage Details
$107,846,099
18
533
$202,338
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Aaron Katsman Work History
Lighthouse Capital LTD
Portfolio Resources Advisor Group, Inc
Portfolio Resources Group, Inc
Disclosures
Please visit the SEC profile of Aaron Katsman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Portfolio Resources Advisor Group, Inc
Piso 10 Chacao Caracas,
Caracas,
Fort Lauderdale, FL
Miami, FL
Piso 10 Chacao Caracas,
Miami, FL
Miami, FL
Miami, FL
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