Managed Asset Portfolios LLC

Managed Asset Portfolios LLC, legally known as MANAGED ASSET PORTFOLIOS, LLC, is a DE Limited Liability Company that employs 19 professionals, with 5 of them serving in advisory roles, and provides financial services to 117 clients. Its SEC status is listed as approved, with a registration date of November 27, 2000.

• BRIAN DAVID NEWCOMBE

  DIRECTOR OF OPERATIONS owns less than 5%

• DANIEL SCOTT PATTERSON

  CLIENT RELATIONSHIP MANAGER owns more than 5% but less than 10%

• KAREN MICHELE CULVER

  PORTFOLIO MANAGER owns more than 5% but less than 10%

• MICHAEL STEPHEN DZIALO

  PRESIDENT, CHIEF INVESTMENT OFFICER owns more than 50% but less than 75%

• PETER JORDAN SWAN

  INTERNATIONAL PM owns more than 5% but less than 10%

• THOMAS PATRICK FITZGERALD

  CHIEF COMPLIANCE OFFICER owns less than 5%

• Grand Wealth Management LLC
• Arbor Asset Management LLC
• LVZ Advisors
• Financial Strategies Group Inc
• Dillon & Associates Inc
• SS&H Financial Advisors Inc
• Taylor & Morgan Wealth Management LLC
• Retirement Funding Advisors Inc
• Seizert Capital Partners LLC
• Well DONE LLC

• Managed Asset Portfolios, LLC: Analyzing Q3 2022 vs. Q4 2022 13F Holdings

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