Staci
Compagno
Portside Wealth Group, LLC
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About this Advisor
Staci Compagno is a financial advisor based in Provo, Utah, working with Portside Wealth Group, LLC. Staci has previously held positions at Cetera Advisors Networks, Allegis Investment Advisors, Allegis Investment Services, Portside Wealth Group, LLC, Townsquare Capital LLC, and Dfpg Investments, LLC. Staci has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Utah. Currently, Staci is part of Portside Wealth Group, LLC, which operates out of Provo, Utah. The firm has 28 offices and 40 employees. The firm manages assets totaling $884.8 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Portside Wealth Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Portside Wealth Group, LLC Brokerage Details
$884,770,030
40
10,048
$88,054
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Staci Compagno Work History
Portside Wealth Group, LLC
Townsquare Capital LLC
Dfpg Investments, LLC
Allegis Investment Advisors
Allegis Investment Services
Cetera Advisors Networks
Disclosures
Please visit the SEC profile of Staci Compagno to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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