Portfolio Evaluations, Inc. is a pension cosultant based in Warren. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Connecticut, Illinois, Massachusetts, and 3 other states.
Portfolio Evaluations provides pension consulting services and investment manager research. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The advisory firm has several streams of revenue. Clients pay Portfolio Evaluations, Inc. for their services and products based on hourly charges and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to charitable organizations, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Portfolio Evaluations is charitable organizations with 15 clients and $0 of assets under management. Among the 6 most similar advisory firms, Portfolio Evaluations has the highest percentage of charitable organizations out of all clients.
None of the firm’s clients are foreign persons or businesses.
Portfolio Evaluations doesn't advise any private funds.
The company employs 46 people that are either part- or full-time employees. 83 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Portfolio Evaluations, Inc. performs its advisory services is located at 15 Independence Boulevard, Warren, NJ 07059, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 973-538-4347 or by fax 973-538-0935. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at porteval.com.