Portfolio Allocators LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$0
Clients
12
Advisors
1
of 1 employees
About
Portfolio Allocators LLC serves a small roster of individual clients and a charitable foundation, providing tax consultation and related advisory services tied to clients’ investment portfolios. The firm does not provide direct portfolio management; instead it makes referrals to a curated list of unaffiliated investment advisors when clients request investment management.
PA does not give advice on specific securities, accept discretionary authority, maintain custody of client assets, or vote client securities; clients select and contract directly with the unaffiliated advisors they choose. The firm advises clients about investment risk and coordinates tax-related matters for portfolios, with tax consultation fees paid through or arranged with those third‑party advisors.
The firm is structured as an accounting-affiliated advisory practice: the principal also operates a separate CPA accounting practice and holds CFP and CPA credentials, and the advisory activity is focused on tax consulting rather than traditional advisory services. It is uncommon among independent advisory firms to operate primarily as an accounting-affiliated referral and tax-consulting entity, to serve a charitable foundation client, and to not use a percentage‑of‑assets fee model.
Client services
Expertise
Main office
Saratoga Springs NY
Advisors at this office
1
Most active in
New York
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.
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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Lawyer
They provide legal services, typically billed separately.
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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.
Forms ADV
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