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Portfolio Advisory Group, Inc.

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Client assets under management

$114,531,995

Clients

71

48% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

36

Low

Average account size

$1,613,127

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

Financial planning Portfolio management

Expertise

General retirement planning Cash flow / budgeting General estate planning guidance

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Fee options

Percentage

$1 - $100,000: 1.00%-2.00% $100,001 - $1,000,000: 0.75%-2.00% $1,000,001+: 0.75%-1.50%

Project-based

$200.00 per hour for investment consulting and financial planning services

Main office location

Portfolio Advisory Group, Inc.

5425 Duke Street

Alexandria VA 22304, United States

Number of offices

1

Most active in

More info

Virginia

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

703-461-9193

Advisors at this firm

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user avatar

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.

General retirement planning Cash flow / budgeting General estate planning guidance
user avatar

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.

General retirement planning Cash flow / budgeting General estate planning guidance
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