Weston, FL Office

Portfolio Resources Advisor Group provides discretionary portfolio management, financial planning, and both wrap-fee and non-wrap investment programs to individuals, trusts, estates, qualified investors, charitable organizations, and business entities. The firm also offers investment consulting (PRAG‑IC) and administrative services such as billing and performance reporting to other independent RIAs, and reported approximately $122 million in regulatory discretionary assets under management as of August 31, 2025.

The firm implements a multi-manager approach using third‑party management platforms (for example, Envestnet and First Affirmative Financial Network), model portfolios, SMA/UMA structures, and impact/SRI strategies, with portfolios managed to client objectives via Investment Policy Statements or Statements of Investment Selection. Advisors work with clients on an ongoing basis, generally contacting clients at least annually, and rely on platform reporting and manager due diligence to monitor performance and rebalance allocations when appropriate.

PRAG’s structure is notable for a couple of uncommon features among its peers: a substantial foreign ownership interest (Inversiones Sosabas holds a material equity stake) and an affiliation with a broker‑dealer, Portfolio Resources Group, Inc., which results in some associated persons also acting as registered representatives or insurance agents and receiving commission‑based compensation in addition to advisory fees. The brochure also discloses the affiliated broker‑dealer’s prior FINRA actions and highlights that PRAG discloses and manages related conflicts of interest when recommending affiliated services or third‑party managers.