THE PROFOLIO GROUP, LLC

THE PROFOLIO GROUP, LLC is an SEC-registered investment adviser (CRD 296790). Regulatory assets under management: $7.9M.

Registration

• CRD: 296790
• Type: Registered investment adviser
• Phone: (718) 682-4009
• Latest filing: 2026-03-30
• Regulatory AUM: $7.9M
• Discretionary AUM: $7.9M
• Clients: 1
• Accounts: 75

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions, Corporations, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 296790 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search