My Portfolio Guide, LLC
Company

My Portfolio Guide, LLC

Investment Management Seal Beach, California, United States 3 employees
Employees
3
Contacts
1
Emails
1
Phones
1

My Portfolio Guide, LLC Overview

Headquarters
Seal Beach, California, United States
Phone Number
Available in AeroLeads
Industry
Investment Management
Employees
3
Founded
2010
Funding
,
Company Email
Available in AeroLeads
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities

About My Portfolio Guide, LLC

My Portfolio Guide, LLC is a Registered Investment Advisor serving investors nationwide. The firm was founded on the premise that investors are presented with too many choices in a "sea of sameness" within the financial services world. Most of those choices tend to present investors with proprietary and conflicted advice, boiler plate solutions, and high/hidden fees that truly drag down performance. My Portfolio Guide allows investors to receive 100% conflict free advice based on financial goals and not by selling products or making commissions. The company is an RIA (Registered Investment Advisor) and has a fiduciary duty to do what is in the best interest of the client. My Portfolio Guide has created a customized platform and utilizes six core portfolio strategies within their "Disciplined Investor Portfolio Models". These core strategies leverage commission free ETFs (Exchange Traded Funds) to minimize expenses over traditional mutual funds or managed account solutions and also enhance true diversification & portfolio efficiency.

My Portfolio Guide, LLC Contact Details

People in AeroLeads
2
With contact data
1
Email contacts
1
50.0% coverage
Phone contacts
1
50.0% coverage

My Portfolio Guide, LLC Org Chart

Sample employees and titles
Name Title Contact
Matthew Pixa, Cfp®, Mba Certified Financial Planner (Cfp)® , Registered Investment Advisor, Fee Only, 401k Rollovers, Ethical Portfolio Management, Investment Advice
Email Phone
Bradley Saenz Associate Financial Advisor at My Portfolio Guide - Lead Market Outlook Analyst at Cbu Student Endowment Fund - Peer Financial Coach at Cbu
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Employees by Management Level

Individual contributor 2 profiles
Senior / Lead 1 profile

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