Brinley E. Ledonne

PORTFOLIO MANAGEMENT

AUSTIN, TX 78701

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CRD#: 7058631

Professional summary

Brinley Emma Kranz Ledonne, CFP®, who also goes by Brinley Emma Kranz, is a registered financial advisor currently at PORTFOLIO MANAGEMENT, LLC located in Austin, Texas.

Brinley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Brinley has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brinley Emma Kranz

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brinley Emma Kranz Ledonne's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

January 2, 2019 - Present

PORTFOLIO MANAGEMENT, LLC

Office #1: 500 W. 2nd St. Suite 1900, Austin, TX 78701

RIA

CRD#: 107129

AUSTIN, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PORTFOLIO MANAGEMENT, LLC

KRANZ RICHARD WINTHROP | PORTFOLIO MANAGEMENT, LLC | PORTFOLIO MANAGEMENT

CRD#: 107129 / SEC#: 801-42052

RIA

Registered Investment Advisory firm - (8/3/1992 Approved)

Louisiana

Registered Investment Advisory firm - (1/10/2001 Approved)

Texas

Registered Investment Advisory firm - (8/19/1992 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(1/2/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

PORTFOLIO MANAGEMENT, LLC

KRANZ RICHARD WINTHROP | PORTFOLIO MANAGEMENT, LLC | PORTFOLIO MANAGEMENT

CRD#: 107129 / SEC#: 801-42052

RIA

Registered Investment Advisory firm - (8/3/1992 Approved)

Louisiana

Registered Investment Advisory firm - (1/10/2001 Approved)

Texas

Registered Investment Advisory firm - (8/19/1992 Approved)

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Contact information

Main Address

500 West 2nd Street Suite 1900, Austin, TX 78701

Mailing Address

Phone number

(512) 222-4035

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	339
AUM (Assets Under Management)	$ 144,395,392

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Brinley E. Ledonne

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brinley Emma Kranz Ledonne's CRS (Customer Relationship Summary).

Certified licenses

Experience

PORTFOLIO MANAGEMENT, LLC

Primary Firm SEC Registration

PORTFOLIO MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

PORTFOLIO MANAGEMENT, LLC

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PORTFOLIO MANAGEMENT, LLC

TRUST BUT VERIFY

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