Portico Wealth Advisors LLC
Legal Name: PORTICO WEALTH ADVISORS, LLC
Full Contact Details
Portico Wealth Advisors LLC
17 E. SIR FRANCIS DRAKE BLVD., SUITE 218, LARKSPUR, CA
415-925-8700
Other Info
Portico Wealth Advisors LLC is a California based company with two employees, both of whom are in advisory roles. The firm serves 22 clients and is registered with the SEC, with an approval status and registration date of April 17, 2015.
Portico
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Direct Owners
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DAVID JOSEPH TARANTINO
MANAGING MEMBER, CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%
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JONATHAN DAVID LEIDY
MANAGING MEMBER owns more than 25% but less than 50%