Portfolio Manager International L.L.C is a related adviser based in Salt Lake City. It manages $98 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006.
Portfolio Manager International L.L.C provides portfolio management for individuals and small businesses and security ratings or pricing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Portfolio Manager International L.L.C is $98 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -67% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Portfolio Manager International L.L.C for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Portfolio Manager International L.L.C performs its advisory services is located at 353 East 400 South, Salt Lake City, UT 84111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 801-359-0955 or by fax 801-359-0955. The normal business hours are 7:00am-4:00pm on Monday - Friday.