We partner with Financial Advisors to make advisory business easy. Portfolio Partners is a boutique, turn-key, third-party asset manager with nearly $1.5B under management. We provide a robust back office service team with more than 40+ collective years actively managing portfolios. Our resources and expertise provide the Advisor with one key thing, time. Time to prospect, grow their book of business, devote more time to their clients and family and time to pursue their personal passions while their clients portfolios are professionally managed. Portfolio Partners Portfolio Partners has an Institutionalized process with a personalized touch. Registered Representative offering securities and advisory services through Cetera Advisor Networks LLC, Member FINRA/SIPC, a Broker-Dealer and a Registered Investment Advisor. Advisory services also offered through AdvisorNet Wealth Partners. Cetera is under separate ownership from any other entity.
View Top Employees from AdvisorNet Portfolio PartnersWebsite | http://myportfoliopartners.com/ |
Revenue | $5 million |
Employees | 8 (5 on RocketReach) |
Founded | 1959 |
Address | 701 Fourth Ave S Suite 1500, Minneapolis, Minnesota 55415, US |
Phone | (612) 436-3774 |
Technologies |
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Industry | Financial Services, Finance General, Finance |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
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The AdvisorNet Portfolio Partners annual revenue was $5 million in 2024.
5 people are employed at AdvisorNet Portfolio Partners.
AdvisorNet Portfolio Partners is based in Minneapolis, Minnesota.
The NAICS codes for AdvisorNet Portfolio Partners are [52393, 52, 523, 5239].
The SIC codes for AdvisorNet Portfolio Partners are [62, 628].