PORTFOLIO, LLC of ALBUQUERQUE, NM is an SEC-registered investment adviser (CRD 145687). Regulatory assets under management: $395.5M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Other.
| Name | Role | Location |
|---|---|---|
| JAMES A HAYWARD | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | STONY BROOK, NY |
| James Hayward | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | Hauppauge, NY |
| Lee Eugene Munson | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| MILLER KATHLEEN ANN | CHIEF EXECUTIVE OFFICER; CHIEF PORTFOLIO OFFICER | — |
| MUNSON LEE EUGENE | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| ELL LORRAINE FRASSINELL | CHIEF OPERATIONS OFFICER | — |