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Portfolio Management Corporation

Portfolio Management Corporation Revenue

Investment ManagementFlag of CAToronto, Ontario, Canada1-10 Employees

$

Portfolio Management Corporation revenue & valuation

Annual revenue$598,885
Revenue per employee$86,000
Estimated valuation?$2,000,000
Total fundingNo funding

Key Contact at Portfolio Management Corporation

Flag of CA

Anish Chopra Cpa

Managing Director And Portfolio Manager

Company overview

Headquarters130 Adelaide St W, Suite 3401, Toronto, Ontario M5H 3P5, CA
Phone number+18004385044
Website
NAICS5231
Founded1964
Employees1-10

Portfolio Management Corporation Email Formats

Portfolio Management Corporation uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@portfoliomanagement.ca), used 85.7% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@portfoliomanagement.ca
85.7%
{first name}{last name}
johndoe@portfoliomanagement.ca
14.3%

About Portfolio Management Corporation

Portfolio Management Corporation is an independent investment firm providing professional discretionary portfolio management services to individual investors and families with investable assets of $1,000,000 or more. A client relationship encompasses the principal client along with immediate family and controlled accounts. Founded in 1964 in Toronto, Canada, our firm is committed to delivering personalized investment service to our clients. We provide a highly customized service. Individualized portfolios are designed to provide stability and diversification using stocks, fixed income and cash – tailored to each client’s unique needs. Our portfolio managers endeavour to manage each account to meet the objectives of the client. It is our goal to provide the best return, net of fees, net of tax and net of expenses within the risk tolerance of each client. We strive to accomplish this through the development of an appropriate asset mix and through diversified security selection for each individual client portfolio. Our mission is to preserve and enhance our clients’ wealth. We have long standing client relationships and are privileged to be investing in some cases on behalf of the third generation of our clients.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry
C-Suite
Intern

Employees by Department

Portfolio Management Corporation has 3 employees across 3 departments.

Departments

Number of employees

Funding Data

Portfolio Management Corporation has never raised funding before.

Portfolio Management Corporation Tech Stack

Discover the technologies and tools that power Portfolio Management Corporation's digital infrastructure, from frameworks to analytics platforms.

SiteGround

SiteGround

Hosting

Animate.css

Animate.css

UI frameworks

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

jQuery

jQuery

JavaScript libraries

PHP

PHP

Programming languages

WordPress

WordPress

Blogs

MailChimp

MailChimp

Email

Bootstrap

Bootstrap

UI frameworks

Nginx

Nginx

Reverse proxies

Ionicons

Ionicons

Font scripts

Lightbox

Lightbox

JavaScript libraries

Frequently asked questions

Portfolio Management Corporation is located in Toronto, Ontario, CA.
You can reach Portfolio Management Corporation at +18004385044.
Portfolio Management Corporation generates an estimated annual revenue of $598,885. This revenue figure reflects the company's market position and business performance in its industry.
Portfolio Management Corporation has an estimated valuation of $2,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Portfolio Management Corporation was founded in 1964, making it 62 years old. The company has established itself as a significant player in its industry over this time.
Portfolio Management Corporation has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
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most used
tier 1 accuracy

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