Portico Wealth Advisors, LLC

Larkspur, CA

California

Registered In

01/06/2010

Incorp. Date

Company Summary

Portico Wealth Advisors, LLC at 17 E Sir Francis Drake Blvd STE 218, Larkspur, Ca 94939 lists David Tarantino of San Rafael, CA as the associate.

Registered In

California

Incorporation Date

01/06/2010

Company Type

Limited Liability Company - Ca

Status

Active

Registration Type

Domestic

Find Social Profiles

Search Other Resources

SEC | EDGAR Trellis.Law Recent News

David Tarantino Individual Agent	103 JENSEN WAY, SAN RAFAEL, CA 94901
David Tarantino Manager	103 JENSEN WAY, SAN RAFAEL, CA 94901

Showing current associates only (2 of 4 total associates). Create a free account to see the full associate history

17 E SIR FRANCIS DRAKE BLVD STE 218, LARKSPUR, CA 94939 View Map

Form 5500

17 East Sir Frances Drake Boulevard Suite 218, Larkspur, Ca 94939 (415) 925-8700 EIN:27-1799818 Plan Admin:David Tarantino

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NamePORTICO WEALTH ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$613,462 / $706,252	2022	PORTICO WEALTH ADVISORS 401(K) PLAN - Plan #001	4 / 4	$613,462 / $706,252
2021	Plan NamePORTICO WEALTH ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$476,336 / $613,462	2021	PORTICO WEALTH ADVISORS 401(K) PLAN - Plan #001	4 / 4	$476,336 / $613,462
2020	Plan NamePORTICO WEALTH ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$353,575 / $476,336	2020	PORTICO WEALTH ADVISORS 401(K) PLAN - Plan #001	4 / 4	$353,575 / $476,336
2019	Plan NamePORTICO WEALTH ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY2 / 4 Assets BOY/EOY$242,673 / $353,575	2019	PORTICO WEALTH ADVISORS 401(K) PLAN - Plan #001	2 / 4	$242,673 / $353,575

Benefit & Retirement Plans based on Form 5500.

PPP Loans

17 E Sir Francis Drake Blvd. Sute 218, Larkspur, CA 94939

Loan Date	Approved	Forgiven	Lender	Jobs
05/01/2020	Approved$14,620 Forgiven$14,853 LenderCustomers Bank Jobs2	05/01/2020	$14,620	$14,853	Customers Bank	2

PPP Loans based on Paycheck Protection Program.

Address Match:17 E Sir Francis Drake Blvd Larkspur, CA

28th & Lake Partners, Lp Registered in California	Larkspur, CA	View Report
Lombard & Larkin Partners, Lp Registered in California	Larkspur, CA	View Report
Union & Polk Partners, Lp Registered in California	Larkspur, CA	View Report
Paradise & Mar East Partners LLC Registered in California	Larkspur, CA	View Report
All California Mortgage, Inc. Registered in Oregon	Larkspur, CA	View Report
Acmis Eight, LLC Registered in California	Larkspur, CA	View Report
Acmis Eighteen, LLC Registered in California	Larkspur, CA	View Report
Acmis Fifteen, LLC Registered in California	Larkspur, CA	View Report
Acmis Fourteen, LLC Registered in California	Larkspur, CA	View Report
Acmis Nine, LLC Registered in California	Larkspur, CA	View Report
Acmis Ten, LLC Registered in California	Larkspur, CA	View Report
Acmis Three, L.L.C. Registered in California	Larkspur, CA	View Report
Acmis Twelve, LLC Registered in California	Larkspur, CA	View Report
Acmis Twenty Five, LLC Registered in California	Larkspur, CA	View Report
Acmis Twenty Seven, LLC Registered in California	Larkspur, CA	View Report
Acmis Twenty Six, LLC Registered in California	Larkspur, CA	View Report
Acmis Twenty, LLC Registered in California	Larkspur, CA	View Report
Alastar Investments, L.P. Registered in California	Larkspur, CA	View Report
Colette, Inc. Registered in California	Corte Madera, CA Larkspur, CA	View Report
Lilien, LLC Registered in California	Larkspur, CA Mill Valley, CA	View Report

Person/City Match:David Tarantino - San Rafael, CA

Rafael Racquet Club, Inc. Registered in California	San Rafael, CA		View Report
Madak Enterprises, Inc. Registered in California	San Rafael, CA		View Report

• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration