Portfolio, LLC

Albuquerque, NM

New Mexico

Registered In

11/15/2007

Incorp. Date

Company Summary

Portfolio, LLC at 6100 Uptown Blvd NE STE 540, Albuquerque, Nm 87110 lists Meghan Record as the associate.

Overview

Registered In

New Mexico

Incorporation Date

11/15/2007

Company Type

Domestic Limited Liability Company

Status

Active

Registration Type

Domestic

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People

Lee E Munson Registered Agent	6100 UPTOWN BLVD NE STE 540, ALBUQUERQUE, NM 87110
Meghan Record Organizer

Map & Locations

6100 UPTOWN BLVD NE STE 540, ALBUQUERQUE, NM 87110 View Map

Financials

Financial Information for Portfolio, LLC

Form 5500

PORTFOLIO, LLC

6100 Uptown Blvd NE Suite 540, Albququerque, Nm 87110 (505) 884-3445 EIN:26-1648880 Plan Admin:Lee Munson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NamePORTFOLIO WEALTH ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$483,671 / $726,572	2023	PORTFOLIO WEALTH ADVISORS 401(K) PLAN - Plan #001	4 / 4	$483,671 / $726,572
2022	Plan NamePORTFOLIO WEALTH ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$443,099 / $483,671	2022	PORTFOLIO WEALTH ADVISORS 401(K) PLAN - Plan #001	4 / 4	$443,099 / $483,671
2021	Plan NamePORTFOLIO WEALTH ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$288,785 / $443,099	2021	PORTFOLIO WEALTH ADVISORS 401(K) PLAN - Plan #001	4 / 4	$288,785 / $443,099
2020	Plan NamePORTFOLIO WEALTH ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$159,734 / $288,785	2020	PORTFOLIO WEALTH ADVISORS 401(K) PLAN - Plan #001	4 / 4	$159,734 / $288,785
2019	Plan NamePORTFOLIO WEALTH ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$49,957 / $159,734	2019	PORTFOLIO WEALTH ADVISORS 401(K) PLAN - Plan #001	4 / 4	$49,957 / $159,734

Benefit & Retirement Plans based on Form 5500.

PPP Loans

PORTFOLIO, LLC

6100 Uptown Blvd NE STE 540, Albuquerque, Nm 87110

Loan Date	Approved	Forgiven	Lender	Jobs
05/18/2020	Approved$61,100 Forgiven$61,383 LenderEnterprise Bank & Trust Jobs4	05/18/2020	$61,100	$61,383	Enterprise Bank & Trust	4

PPP Loans based on Paycheck Protection Program.

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Sources

The following government agencies have contributed data:

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