What is Successful Portfolios LLC's NAICS code?

Successful Portfolios LLC's NAICS code is 5239 (Other Financial Investment Activities).

Insights

Growth Opportunity Independent SEC Registered Investment Advisor with $240M+ AUM and over 150 clients presents a scalable platform for additional high-net-worth relationships, cross-sell planning services, and expanded fee-based advisory offerings.

Custodian Partnerships Active partnerships with Interactive Brokers and Charles Schwab indicate readiness to service clients with complex custody and trust needs; potential to upsell advanced estate and trust planning, custody optimization, and fiduciary services.

Tech-Forward Advisory Emphasis on rigorous analysis, tax-aware planning, behavioral finance, and a tech-enabled workflow suggests opportunities to introduce enhanced digital planning tools, performance reporting, and client portal features to attract tech-savvy investors.

Expansion Signals Recent news highlights strategic alliances with Trust & Will and custodial collaborations, signaling growth and product expansion potential; leverage these moves to target families seeking integrated wealth planning and legacy solutions.

Market Positioning Fee-only fiduciary stance coupled with personalized, transparent service and bear-market resilience offers a compelling value proposition for retirement-focused clients and educators seeking risk-managed, long-term wealth preservation.

Similar companies to Successful Portfolios LLC

Successful Portfolios LLC Tech Stack

Successful Portfolios LLC uses 8 technology products and services including Fusion Ads, RSS, oEmbed, and more. Explore Successful Portfolios LLC's tech stack below.

Fusion Ads
Advertising
RSS
Content Management System
oEmbed
Dev Tools
imagesLoaded
Javascript Libraries
Highlight.js
Javascript Libraries
Lightbox
Javascript Libraries
Really Simple Discovery
Miscellaneous
Slider Revolution
Miscellaneous

Media & News

Successful Portfolios LLC's Email Address Formats

Successful Portfolios LLC uses at least 1 format(s):

Successful Portfolios LLC Email Formats	Example	Percentage
FirstLast@successfulportfolios.com	JohnDoe@successfulportfolios.com	50%
First@successfulportfolios.com	John@successfulportfolios.com	25%
First.Last@successfulportfolios.com	John.Doe@successfulportfolios.com	25%

Frequently Asked Questions

What is Successful Portfolios LLC's phone number?

You can contact Successful Portfolios LLC's main corporate office by phone at

+1-727-744-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Successful Portfolios LLC's official website and social media links?

Successful Portfolios LLC's official website is successfulportfolios.com and has social profiles on LinkedIn.

How much revenue does Successful Portfolios LLC generate?

As of July 2026, Successful Portfolios LLC's annual revenue is estimated to be $1M - $10M.

What is Successful Portfolios LLC's SIC code NAICS code?

Successful Portfolios LLC's SIC code is 6282 - Investment Advice NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Successful Portfolios LLC have currently?

As of July 2026, Successful Portfolios LLC has approximately 5 employees across 1 continents, including North America. Key team members include President And Founder: P. E.Portfolio Manager: B.Portfolio Manager: B. N.. Explore Successful Portfolios LLC's employee directory with LeadIQ.

What industry does Successful Portfolios LLC belong to?

Successful Portfolios LLC operates in the Investment Management industry.

What technology does Successful Portfolios LLC use?

Successful Portfolios LLC's tech stack includes Fusion AdsRSSoEmbedimagesLoadedHighlight.jsLightboxReally Simple DiscoverySlider Revolution.

What is Successful Portfolios LLC's email format?

Successful Portfolios LLC's email format typically follows the pattern of FirstLast@successfulportfolios.com. Find more Successful Portfolios LLC email formats with LeadIQ.

When was Successful Portfolios LLC founded?

Successful Portfolios LLC was founded in 2010.

Successful Portfolios LLC

Q: How many employees does Successful Portfolios LLC have currently?

Successful Portfolios LLC has approximately 5 employees.

Q: What technology does Successful Portfolios LLC use?

Successful Portfolios LLC's tech stack includes Nginx, Animate.css, RankMath SEO, Calendly, Google Fonts API.

Investment ManagementFlorida, United States2-10 Employees

Successful Portfolios LLC is an independent SEC-registered investment advisor based in Clearwater, Florida, founded in 2010. It helps clients plan and manage separate accounts at Interactive Brokers and Charles Schwab, offering portfolio management, investment opportunity identification, and retirement income planning. The firm serves more than 150 clients and oversees assets under management exceeding $240 million. As a fee-only fiduciary, it emphasizes personalized guidance, transparency, and long-term relationships. Led by Parker Evans, CFA, CFP, and Joe Baer, APMA, the team combines rigorous analysis with technology and tax-aware planning to support clients through varying market conditions. A 2024 development noted in client activity includes adding a stake in the iShares MSCI USA Momentum Factor ETF.