Portfolio Advisory Partners

Public-record details

Address

32 Sassafras Court, North Brunswick, NJ 08902

Phone

(917) 412-0732

Listed under

Flat / fixed fees

Legal name

Portfolio Advisory Partners LLC

CRD number

336215

Registration

SEC registered since 2026-09-21

Compensation (Form ADV 5.E)

Fixed fees

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Portfolio management for individuals/small businesses

Clients reported (Form ADV 5.D)

Fewer than 5

Employees

1

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-09-17

SEC registered investment adviser, CRD 336215, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 336215 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.