Portfolio General Management Group, Inc.

Texas
Registered In
06/26/2003
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction

Company Summary

Portfolio General Management Group, Inc. at 600 E Las Colinas Blvd STE 900, Irving, Tx 75039 lists Brent E Griggs and Robert Dickey of Dallas, TX as associates.

Overview

Registered In
Texas
Incorporation Date
Company Type
Foreign For-Profit Corporation
Status
In Existence
Registration Type
Foreign
Foreign Jurisdiction
California
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People

Deanna Godemann Registered Agent
14651 DALLAS PKWY STE 502, DALLAS, TX 75254
Brent E Griggs President
14651 DALLAS PKWY STE 502, DALLAS, TX 75254
Robert Dickey CHIEF FINANCIAL OFFICER
14651 DALLAS PKWY STE 502, DALLAS, TX 75254
Lori Hallisey COO
14651 DALLAS PKWY STE 502, DALLAS, TX 75254
Daniel M Haugen Director
14651 DALLAS PKWY STE 502, DALLAS, TX 75254
Brent E Griggs Director
14651 DALLAS PKWY STE 502, DALLAS, TX 75254
Robert Dickey Director
14651 DALLAS PKWY STE 502, DALLAS, TX 75254
Bradley E Cooter Director
14651 DALLAS PKWY STE 502, DALLAS, TX 75254
Daniel M Haugen CSO
14651 DALLAS PKWY STE 502, DALLAS, TX 75254
Steve L Burke CSO
14651 DALLAS PKWY STE 502, DALLAS, TX 75254

Map & Locations

600 E LAS COLINAS BLVD STE 900, IRVING, TX 75039 View Map

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.

Linked Companies

Address Match:600 E Las Colinas Blvd Ste 900 Irving, TX
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Sources

The following government agencies have contributed data:

• Texas Comptroller of Public Accounts • U.S. Department of Labor
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