← Tributary

PORTFOLIO RESOURCES ADVISOR GROUP, INC.

CORAL GABLES, FL · CRD 144601 · IAPD ↗ · ffsins.com · 305-372-0299

$121.9MRegulatory AUM
15Advisory reps
17Employees
13Clients
11-25Planning clients
0Private funds
4States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
December 2025 — PORTFOLIO RESOURCES ADVISOR GROUP, INC. reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
25
December 2024 — PORTFOLIO RESOURCES ADVISOR GROUP, INC. changed its website from prginc.net to ffsins.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
December 2024 — PORTFOLIO RESOURCES ADVISOR GROUP, INC. moved its main office from MIAMI, FL to CORAL GABLES, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
58
December 2024 — PORTFOLIO RESOURCES ADVISOR GROUP, INC. reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
25
November 2024 — PORTFOLIO RESOURCES ADVISOR GROUP, INC. changed its website from jmfs.com to prginc.net.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
50
February 2024 — PORTFOLIO RESOURCES ADVISOR GROUP, INC. added office(s): 10 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.