PRAGMATIC PORTFOLIOS, LLC
CRD 153764
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$79.3M
Discretionary AUM
$64.3M
Team
1 total employees; 1 advisory reps; 4 broker-dealer reps
Clients
26-50
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $5.8M |
| High net worth individuals | 31 | $73.6M |
| Pension/profit sharing plans | 1 | $0 |
All web addresses on file
Official SEC filing: View on IAPD