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

Find Social Profiles

Search Other Resources

SEC | EDGAR Trellis.Law Recent News

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.

Linked Companies

Related Business Names:

Clearview Portfolio LLC Registered in New York	Brooklyn, NY	View Report
Dearborn Portfolio, LLC Registered in Michigan	Dearborn Heights, MI	View Report
Newburgh Portfolio LLC Registered in New York	Elmsford, NY	View Report
S&M Portfolio LLC Registered in New York	Brooklyn, NY	View Report
Sunshine Portfolio, LLC Registered in Ohio	Cincinnati, OH Orange Park, FL	View Report
4 Percent Portfolio, LLC Registered in Missouri	Saint Louis, MO	View Report
Alba Portfolio LLC Registered in Wyoming	Sheridan, WY	View Report
Financial Portfolio LLC Registered in Missouri	Lake Saint Louis, MO	View Report
Meritex Industrial Portfolio, LLC Registered in Minnesota	Minneapolis, MN	View Report
Shah Portfolio, LLC Registered in Georgia	Alpharetta, GA	View Report
Hawthorne Wilmington Portfolio, LLC Registered in North Carolina	Greensboro, NC	View Report
Hayabusa Portfolio LLC Registered in Nevada	Las Vegas, NV Reno, NV	View Report
Gazebo Portfolio, LLC Registered in Alabama	Montgomery, AL	View Report
Comcapp Tucson Portfolio, LLC Registered in Texas	San Antonio, TX	View Report
Esa Lvp Portfolio LLC Registered in Texas	Charlotte, NC	View Report
Inner Circle Portfolio, LLC Registered in Florida	Fort Lauderdale, FL Ocala, FL	View Report
Structured Asset Portfolio, LLC Registered in Nevada	Las Vegas, NV	View Report
Bedrosian Portfolio, LLC Registered in California	Fresno, CA (1 more)	View Report
Fg Portfolio, LLC Registered in California	New York, NY (1 more)	View Report
Vitamin Portfolio LLC Registered in Washington	Lenox, MA	View Report

Address Match:6100 Uptown Blvd Ne Albuquerque, NM

407 Rio Grande Apartment, LLC Registered in New Mexico	Albuquerque, NM	View Report
Bio Crops Seaweed Solutions, Inc. Registered in New Mexico	Albuquerque, NM	View Report
Cerato, LLC Registered in New Mexico	Albuquerque, NM	View Report
Contrast, Inc. Registered in California	Albuquerque, NM Sacramento, CA	View Report
Contrast, Inc. Registered in New Mexico	Albuquerque, NM	View Report
Fitness Institute of New Mexico LLC Registered in New Mexico	Albuquerque, NM	View Report
Glenivy Limited Company Registered in New Mexico	Albuquerque, NM	View Report
High-Life, LLC Registered in New Mexico	Albuquerque, NM	View Report
Innovative Healthcare Technologies and Solutions, LLC Registered in New Mexico	Albuquerque, NM	View Report
Innovative Technologies and Solutions Global Trading Company LLC Registered in New Mexico	Albuquerque, NM	View Report
Jhov Financial LLC Registered in New Mexico	Albuquerque, NM	View Report
Kennedy Financial Network LLC Registered in New Mexico	Albuquerque, NM	View Report
Lanford, LLC Registered in New Mexico	Albuquerque, NM	View Report
Luxmi Investment Group, LLC Registered in New Mexico	Albuquerque, NM	View Report
Mannatech Engineering, LLC Registered in New Mexico	Albuquerque, NM	View Report
Redpoint Investments, LLC Registered in New Mexico	Albuquerque, NM	View Report
The Dakota Tree Project Registered in New Mexico	Albuquerque, NM	View Report
Science & Engineering Associates, Inc. Registered in Ohio	Albuquerque, NM Cincinnati, OH	View Report
Brogan Properties, LLC Registered in New Mexico	Albuquerque, NM	View Report

View More in Albuquerque, NM

Sources

The following government agencies have contributed data:

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