PORTSIDE WEALTH GROUP, LLC

Profile

Company Names

PORTSIDE WEALTH GROUP, LLC

Addresses

3507 N UNIVERSITY AVE, SUITE 150, PROVO, UT 84604

Phone Numbers

385-412-1222

 

Entity Type:

LIMITED LIABILITY COMPANY

Industry:

INVESTING

Year Incorporated:

2023

State Incorporated:

DELAWARE

Total Amount Raised:

$412,500.00

Number of Funding Rounds:

1
Investment Rounds
Round #
Round Open Date
Amount Raised
Total Round Size
Amount Remaining to be Raised
Securities
1
2023-05-17 
$412,500.00 
$500,000.00 
$87,500.00 
Equity 
People
First Name
Middle Name
Last Name
Titles
Related Companies
DANIEL 
 
BLAKE 
DIRECTOR
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STACI 
 
COMPAGNO 
DIRECTOR
TOWNSQUARE SUNDANCE BAY OPPORTUNITY I, LLC   |  PORTSIDE WEALTH GROUP, LLC
WILL 
 
SNIDER 
DIRECTOR
PORTSIDE WEALTH GROUP, LLC
Filings
Filing Date
Filing Type
Source URL
Industry Classifier
Detailed Industry
Revenue Range
Securities
First Sale Date
2023-05-31
D
Link
INVESTING 
 
DECLINE TO DISCLOSE 
Equity 
2023-05-17 
Brokers
Broker Dealer
Broker CRD#
Recipient Name
Recipient CRD#