PORTFOLIOSBOSTON

PORTFOLIOSBOSTON of EAST DENNIS, MA is an SEC-registered investment adviser (CRD 133132). Regulatory assets under management: $20.4M.

Registration

• CRD: 133132
• Type: Registered investment adviser
• Location: 1070 RTE 134 SUITE 6, EAST DENNIS, MA, 02641
• Phone: 617-721-6392
• Latest filing: 2026-03-23
• Regulatory AUM: $20.4M
• Discretionary AUM: $20.4M
• Clients: 1
• Accounts: 64

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 133132 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search