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Portfolio Advisory Partners registers with the SEC (North Brunswick, NJ)

New SEC-registered adviser · CRD 336215 · 801-135332 · effective 2026-09-21

Effective 2026-09-21. 1 employee (1 advisory). Notice-filed in NJ. Limited Liability Company (NJ).

Contact (from the filing)

The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.

Who this is for

  • Compliance consulting
  • RIA software (CRM, portfolio, billing)
  • Archiving & surveillance
  • Cybersecurity / managed IT
  • E&O insurance