# PORTFOLIO MEDICS, LLC

> FINRA firm 145958 · ACTIVE · BONITA SPRINGS, FL

## Key facts

- **FINRA firm ID:** 145958
- **Firm name:** PORTFOLIO MEDICS, LLC
- **Other names:** 401 (K) MEDICS, LLC, PORTFOLIO MEDICS, LLC, 401(K) MEDICS, LLC,403(B) MEDICS, LLC
- **Investment Adviser scope:** ACTIVE
- **SEC IA file number:** 801-113846
- **Branches:** 82
- **Has disclosure events:** No
- **Headquarters:** BONITA SPRINGS, FL, 34134, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/145958

## Citation

> FINRA BrokerCheck, firm 145958 (PORTFOLIO MEDICS, LLC). Retrieved via AI Analytics 2026-06-25 from https://api.ai-analytics.org/broker/145958.

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