Portfolio Cashflow Management, LLC is a large advisory firm based in Lewisville. It manages $27.44 million of regulatory assets for 134 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California, Georgia, Illinois, and 5 other states.
Portfolio Cashflow Management provides portfolio management for individuals and small businesses. 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 Cashflow Management, LLC is $27.44 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Portfolio Cashflow Management, LLC for their services and products based on 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 Cashflow Management, LLC performs its advisory services is located at 401 E. Corporate Dr, Suite 100, Lewisville, TX 75057, 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 888-622-0292 or by fax 817-887-5706. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at www.portfoliocashflow.net.