Portfolio General Management Group, Inc.

California
Registered In
05/19/2003
Incorp. Date

Company Summary

Portfolio General Management Group, Inc. at 25541 Commercentre Dr STE 100, Lake Forest, Ca 92630 lists Brent E Griggs and Robert Dickey of Lake Forest, CA.

Overview

Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Merged Out
Registration Type
Domestic
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People

Csc - Lawyers Incorporating Service Registered 1505 Agent
251 LITTLE FALLS DR, WILMINGTON, DE 19808
Brent E Griggs CEO
25541 COMMERCENTRE DR STE 100, LAKE FOREST, CA 92630
Robert Dickey Chief Financial Officer
25541 COMMERCENTRE DR STE 100, LAKE FOREST, CA 92630 (View Past Addresses)
Daniel M Haugen Director
25541 COMMERCENTRE DR STE 100, LAKE FOREST, CA 92630 (View Past Addresses)
Robert Dickey Director
25541 COMMERCENTRE DR STE 100, LAKE FOREST, CA 92630 (View Past Addresses)
Brent E Griggs Director
25541 COMMERCENTRE DR STE 100, LAKE FOREST, CA 92630 (View Past Addresses)
Casey Van Schoyck Secretary
25541 COMMERCENTRE DR STE 100, LAKE FOREST, CA 92630 (View Past Addresses)
Showing current associates only (7 of 9 total associates). Create a free account to see the full associate history

Map & Locations

25541 COMMERCENTRE DR STE 100, LAKE FOREST, CA 92630 (Mailing) View Map
Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for Portfolio General Management Group, Inc.

Form 5500

PORTFOLIO GENERAL MANAGEMENT GROUP, INC.

25541 Commercentre Dr., Suite 100, Lake Forest, Ca 92630 (949) 789-6200 EIN:80-0065794 Plan Admin:Melanie Gionet
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2020 Plan NamePORTFOLIO 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY142 / 145 Assets BOY/EOY$8,493,112 / $10,170,301 2020 PORTFOLIO 401(K) PROFIT SHARING PLAN - Plan #001 142 / 145 $8,493,112 / $10,170,301
2019 Plan NamePORTFOLIO 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY117 / 142 Assets BOY/EOY$6,063,769 / $8,493,112 2019 PORTFOLIO 401(K) PROFIT SHARING PLAN - Plan #001 117 / 142 $6,063,769 / $8,493,112
Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor
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