Portico Wealth Advisor

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

Total plan assets

$2.9M

Filings (rows)

Direct comp

$11K

Indirect comp

Showing only "PORTICO WEALTH ADVISOR"

View all 2 variants aggregated →

PORTICO WEALTH ADVISORS44 PORTICO WEALTH ADVISOR1

SERVICES PROVIDED

Advisor / Consultant1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Compass Family Services Compass Family Services Retirement Plan · all filings	SAN FRANCISCO, CA	Advisor / Consultant	91	$2.9M	$11K	$0