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PORTFOLIO ADVISORY PARTNERS

NORTH BRUNSWICK, NJ · CRD 336215 · IAPD ↗ · portfolioadvisorypartners.com · 917-412-0732

$0Regulatory AUM
1Advisory reps
1Employees
5Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
October 2026 — PORTFOLIO ADVISORY PARTNERS (NORTH BRUNSWICK, NJ) is newly SEC-registered with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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