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PORTFOLIO POV

SAN FRANCISCO, CA · CRD 342386 · IAPD ↗ · portfolio-pov.com · 669-326-7221

$0Regulatory AUM
2Advisory reps
2Employees
2Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
120-Day ApprovalSEC status

Filing changes

15
October 2026 — PORTFOLIO POV changed its website from efportfolio.com to portfolio-pov.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
35
October 2026 — PORTFOLIO POV moved its main office from SACRAMENTO, CA to SAN FRANCISCO, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
45
October 2026 — EF PORTFOLIO is now doing business as PORTFOLIO POV.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
85
June 2026 — EF PORTFOLIO (SACRAMENTO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 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.