Sign in Sign up for free

Portfolio Cashflow Management, LLC (Lewisville)


Portfolio Cashflow Management, LLC is a large advisory firm based in Lewisville. It manages $27.44 million of regulatory assets for 134 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California, Georgia, Illinois, and 5 other states.

Logo

Portfolio Cashflow Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Portfolio Cashflow Management: assets under management

The assets under management (AUM) of Portfolio Cashflow Management, LLC is $27.44 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $27.44 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $204.78 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Portfolio Cashflow Management, LLC for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Aaron Zalewski Sole owner 1 Jul 2008 75% - 100% 5740768
Aaron R Zalewski Member 1 Aug 2009 75% - 100% 5740768
Deanna N Zalewski Elected manager 1 Aug 2009 Other 5742357
Richard I Zalewski Elected manager 1 Aug 2009 Other 5742353

Based in Lewisville

The principal office where Portfolio Cashflow Management, LLC performs its advisory services is located at 401 E. Corporate Dr, Suite 100, Lewisville, TX 75057, 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 888-622-0292 or by fax 817-887-5706. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at www.portfoliocashflow.net.


Registered investment advisers similar to Portfolio Cashflow Management, LLC