Min
Kiang

Portfolio Medics, LLC

CRD#7711924
Investment Advisor
in Bonita Springs, FL

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About this Advisor

Min Kiang is a financial advisor based out of Bonita Springs, Florida. Kiang is on the advisory team at Portfolio Medics, LLC. Throughout their career, Kiang has worked at Portfolio Medics and Beijing Tsinhua Redbud Fund Management Co. Kiang maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to advise clients in California. Portfolio Medics, LLC is an advisory firm operating out of Bonita Springs, FL. It has offices in eight locations and a total of 75 advisors. It handles $383 million in total assets between its 2,167 customer accounts, making it one of the larger financial advisory firms in the United States by assets under management. Of its 2,167 accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The business offers a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely vary depending on which services are provided. Fees billed by Portfolio Medics, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

27499 Riverview Center Blvd Suite 406
Bonita Springs, FL 34134

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Portfolio Medics, LLC Brokerage Details

Total Assets Under Management

$383,038,089

FL Average: $1,855,561,029
Total Number of Employees

75

FL Average: 62
Total Number of Accounts

2,167

FL Average: 2,474
Average Account Size

$176,760

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Min Kiang Work History

Min has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Portfolio Medics

2016 - Present (8 years)

Beijing Tsinhua Redbud Fund Management Co

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Min Kiang 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 Medics, LLC

Cory Semel
Reno, NV
Robert Cagle
White Pine, TN
Min Kiang
Bonita Springs, FL
Reed Mells
Bonita Springs, FL
Joseph Pasquinelli
Sacramento, CA
Richard Munchel
Aldie, VA
Michael Brown
Leesburg, VA
Jeffrey Tamas
Port Charlotte, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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