Lee Munson, founder, Portfolio Wealth Advisors
Lee’s reputation as a change agent in the financial investment industry began twenty years ago on Wall Street. From growing into one of Wall Street’s leading traders to working with investment firms such as Charles Schwab, Lee saw a great need for a model that focused on the investor’s needs. He formed Portfolio in 2008 with a simple mission: Serve the investor. Offering frequent analysis on networks such as Fox Business, CNBC, CNN, and Fox News, Lee’s frequently rattles the cages of those preferring a less user-friendly wealth management model. Lee’s book, Rigged Money, Beating Wall Street At Its Own Game underscores his commitment to make wealth investment a less stressful experience.
Company Details
- Employees
- 4
- Founded
- -
- Address
- 6100 Uptown Blvd Ne,
- Phone
- +1 5058843445
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- portfoliollc.com
- HQ
- Albuquerque, New Mexico
Portfolio Wealth Advisors Questions
Portfolio Wealth Advisors's helpline number is +1 5058843445
Portfolio Wealth Advisors's website is portfoliollc.com
Portfolio Wealth Advisors's LinkedIn profile is https://www.linkedin.com/company/portfolio-asset-management
Portfolio Wealth Advisors has
4 employees.
View email and phone details for 4
employees at Portfolio Wealth Advisors.
Portfolio Wealth Advisors's industry is
Investment Management
Portfolio Wealth Advisors's top competitors are
Sandia Wealth Management, Llc,
Wesst,
Kreitler Financial,
Moss, Luse & Womble,
Sax Wealth Advisors, Llc,
Money Management Services, Inc.,
John Moore Associates,
Carlson Capital Management,
Capita Financial Network,
Affinity Ventures.
Portfolio Wealth Advisors's categories are Investment Management
Portfolio Wealth Advisors's founding year is 2008
