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PORTA INVESTMENT MANAGEMENT
PORTA, THOMAS KABRICK
CRD 130185
1410 GEORGIA ST., VALLEJO, CA, 94590-5706, United States
Phone
707-643-7678
Fax
707-642-2901
Registration
— (—)
Source
State registered
Total AUM
$35.3M
Discretionary AUM
$35.3M
Team
1 total employees; 1 advisory reps; 65 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 58 | $22.7M |
| High net worth individuals | 7 | $12.6M |
Official SEC filing: View on IAPD