Portfolio Advisory Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Portfolio Advisory Group provides investment advisory, investment consulting, and financial planning services to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm manages client assets on both discretionary and non‑discretionary bases for a modest client base supported by a two‑advisor team.
The firm’s investment process is primarily fundamental, employing a mix of long‑term holdings, shorter‑term purchases and occasional trading positions held under 30 days; it tailors equity exposure to clients’ risk profiles and permits clients to impose investment restrictions. Accounts are generally reviewed at least quarterly with written reports, and the firm discloses receipt of third‑party research to support its investment decisions; the firm does not accept proxy‑voting authority.
Noteworthy features in the firm’s regulatory profile include reported affiliations with a law firm and an accounting firm and the indicated use of derivatives in separately managed accounts, attributes that are uncommon among supported advisers. The firm also provides separate investment consulting and financial planning on an hourly basis and does not impose a minimum account size, which may be relevant for clients seeking flexible, small‑firm relationships.
Client services
Expertise
Fee options
$1 - $100,000: 1.00%-2.00% $100,001 - $1,000,000: 0.75%-2.00% $1,000,001+: 0.75%-1.50%
$200.00 per hour for investment consulting and financial planning services
Main office
5425 Duke Street
Alexandria VA 22304
Advisors at this office
2
Most active in
Florida · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Daniel S
CFP®, Series 65
Alexandria, VA
Portfolio Advisory Group, Inc.
Daniel Sendi is a CFP® with 27 years of experience in the financial industry. He is a principal at Portfolio Advisory Group, Inc., where he has worked since 1999. In addition to his advisory role, he serves as Vice President of Portfolio Tax Group Inc., a tax, bookkeeping, and payroll services firm. Portfolio Advisory Group provides investment advisory, consulting, and financial planning services to a range of clients including individuals, retirement plans, trusts, and charitable organizations. The firm employs a primarily fundamental investment approach with tailored equity allocation limits and offers both discretionary and non-discretionary asset management.
David S
CFP®, Series 65
Alexandria, VA
Portfolio Advisory Group, Inc.
David Sendi is a CFP® with 27 years of industry experience and is a principal at Portfolio Advisory Group, Inc. in Alexandria, VA, where he has worked since 1999. In addition to his advisory role, he is president of Portfolio Tax Group, Inc., which provides tax, bookkeeping, and payroll services, and he also offers legal services through a separate practice. Portfolio Advisory Group offers investment advisory, consulting, and financial planning services to a range of clients including individuals, retirement plans, trusts, and charitable organizations. The firm employs a primarily fundamental investment approach with both long- and short-term strategies, and provides tailored reporting and reviews to meet client objectives.
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