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Managing Member and Chief Compliance Officer · Portfolio Medics, LLC

John M. Billy

CRD 2714279 · Named on Form ADV at one SEC-registered adviser

At a glance

Portfolio Medics, LLC, an SEC-registered wealth manager based in Bonita Springs, FL with $780 million in regulatory assets, lists John M. Billy on its Form ADV as Managing Member and Chief Compliance Officer, a control person.

Firms and roles

  • Portfolio Medics, LLCManaging Member and Chief Compliance OfficerWealth manager · Bonita Springs, FL · $780M in regulatory assets

AtlasMembers

John’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.