Lee Munson, founder, Portfolio Wealth Advisors Lee’s reputation as a change agent in the financial investment industry began twenty years ago on Wall Street. From growing into one of Wall Street’s leading traders to working with investment firms such as Charles Schwab, Lee saw a great need for a model that focused on the investor’s needs. He formed Portfolio in 2008 with a simple mission: Serve the investor. Offering frequent analysis on networks such as Fox Business, CNBC, CNN, and Fox News, Lee’s frequently rattles the cages of those preferring a less user-friendly wealth management model. Lee’s book, Rigged Money, Beating Wall Street At Its Own Game underscores his commitment to make wealth investment a less stressful experience.
View Top Employees from Portfolio Wealth AdvisorsWebsite | http://www.portfoliollc.com |
Revenue | $1 million |
Employees | 5 (5 on RocketReach) |
Founded | 2008 |
Address | 6100 Uptown Blvd NE Suite 540, Albuquerque, New Mexico 87110, US |
Phone | (505) 884-3445 |
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Industry | Investment Management, Finance General, Financial Planning, Finance, Wealth Management, Retirement Planning |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies |
Looking for a particular Portfolio Wealth Advisors employee's phone or email?
The Portfolio Wealth Advisors annual revenue was $1 million in 2024.
Lee Munson is the Chief Investment Officer of Portfolio Wealth Advisors.
5 people are employed at Portfolio Wealth Advisors.
Portfolio Wealth Advisors is based in Albuquerque, New Mexico.
The NAICS codes for Portfolio Wealth Advisors are [523, 52393, 52, 5239].
The SIC codes for Portfolio Wealth Advisors are [628, 62].