PORTSIDE WEALTH GROUP, LLC of PROVO, UT is an SEC-registered investment adviser (CRD 325175). Regulatory assets under management: $1.4B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| BLAKE J DANIEL | PRESIDENT | BALTIMORE, MD |
| Miller Scott | MEMBER | Rye, NY |
| Daniel Romney Blake | PRESIDENT | Provo, UT |
| William Travis Snider | CHIEF OPERATIONS OFFICER; MANAGING MEMBER | — |
| Staci Ann Compagno | CHIEF COMPLIANCE OFFICER; MEMBER | — |
| Kurt Harold Brown | MEMBER | — |
| Steven Scott Miller | MEMBER | — |
| Brian John Miller | MEMBER | — |
| Sam Vincent Compagno | MEMBER | — |
| BROWN PAUL HAROLD | MEMBER | — |
| MILLER DAVID JOHN | MEMBER | — |
| MILLER DOUGLAS BRIAN | MEMBER | — |
| COMPAGNO STACI ANN | CHIEF COMPLIANCE OFFICER; MEMBER | — |
| MILLER ERIC STEVEN | MEMBER | — |
| SNIDER WILLIAM TRAVIS | CHIEF OPERATIONS OFFICER; MANAGING MEMBER | — |
| BLAKE DANIEL ROMNEY | PRESIDENT | — |
| COMPAGNO SAM | MEMBER | — |
| COMPAGNO SAM VINCENT | MEMBER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | civil | — | — | — |