PORTFOLIO MEDICS, LLC of BONITA SPRINGS, FL is an SEC-registered investment adviser (CRD 145958). Regulatory assets under management: $780.5M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| John Michael Billy | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| John Christopher Conrath | MANAGING MEMBER | — |
| BILLY JOHN MICHAEL | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| CONRATH JOHN CHRISTOPHER | MANAGING MEMBER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| AUSTIN | TX | 2 | 512-844-8200 |
| WINTER PARK | FL | 1 | 407 645-5804 |
| PARMA HEIGHTS | OH | 1 | 216-642-8203 |
| CINCINNATI | OH | 1 | 513-491-2942 |
| ROUND ROCK | TX | 1 | 512-844-8200 |
| DELRAY BEACH | FL | 1 | 561-455-0059 |
| CRESTVIEW HILLS | KY | 1 | 513-491-2942 |
| — | — | 1 | 503-493-2942 |