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Portfolio Advisors LLC H-1B company data

Employer profile assembled from DOL OFLC LCA rows and USCIS H-1B Employer Data Hub petition summaries. Rows below include aliases, source IDs, filing coverage, petition counts, role coverage, worksite coverage, and wage summary fields when present.

Role rows Wage rows Trends

Employer	LCA filings	Role titles	Worksites	Coverage	USCIS approvals	Top role	Sources	Open
Portfolio Advisors LLC PORTFOLIO ADVISORS LLC	6	5	2	FY2021 to FY2024 Latest decision 2024-09-23	4	Senior Associate 2 filings	dol_oflc_lca, uscis_h1b_employer_data_hub	Profile
STONECASTLE PORTFOLIO ADVISORS LLC STONECASTLE PORTFOLIO ADVISORS LLC	0	-	-	FY- to FY- Latest decision -	1	-	uscis_h1b_employer_data_hub	Profile

Activity summary

LCA filings	6
Certified LCAs	6
Denied LCAs	0
Role titles	5
Worksites	2
Latest decision	2024-09-23
USCIS approvals	4
USCIS denials	1

Aliases and source names

Aliases	Source Names	Sources
PORTFOLIO ADVISORS LLC	Portfolio Advisors LLC, PORTFOLIO ADVISORS LLC	dol_oflc_lca, uscis_h1b_employer_data_hub

Top roles

Title	SOC	LCA filings	Low wage min	High wage max
Senior Associate	13-2051.00 Financial Analysts	2	$140,000	$165,000
Analyst	13-2051.00 Financial and Investment Analysts	1	$100,000	$100,000
Associate	13-2051.00 Financial Analysts	1	$125,000	$125,000
Financial Analysts	13-2051.00 Financial Analysts	1	$120,000	$120,000
Senior Accountant	13-2011.00 Accountants and Auditors	1	$110,000	$110,000

Top markets

City	State	Postal Code	LCA Count	Role Title Count	Wage Low Min	Wage High Max	First Fiscal Year	Latest Fiscal Year
Darien	CT	6820	4	4	110,000	140,000	2,021	2,022
Darien	CT	06820	2	2	100,000	165,000	2,023	2,024

Full company payload

Company ID	company:portfolio advisors
Name	Portfolio Advisors LLC
Normalized Name	portfolio advisors
Source Company Ids	company_dol_oflc_lca_portfolio_advisors_llc, company_uscis_h1b_datahub_portfolio_advisors_llc_tax_7853
Source Names	Portfolio Advisors LLC, PORTFOLIO ADVISORS LLC
Aliases	PORTFOLIO ADVISORS LLC
Sources	dol_oflc_lca, uscis_h1b_employer_data_hub

Names

{
  "source_names": [
    "Portfolio Advisors LLC",
    "PORTFOLIO ADVISORS LLC"
  ],
  "dba_names": [],
  "name_variants": [
    {
      "value": "Portfolio Advisors LLC",
      "filing_count": 6,
      "first_fiscal_year": 2021,
      "latest_fiscal_year": 2024,
      "source": "dol_oflc_lca"
    },
    {
      "value": "PORTFOLIO ADVISORS LLC",
      "source": "uscis_h1b_employer_data_hub"
    }
  ]
}

Identifiers

[
  {
    "identifier_type": "tax_id_last_four",
    "identifier_value": "7853",
    "source": "uscis_h1b_employer_data_hub"
  }
]

LCA Activity

{
  "lca_count": 6,
  "case_count": 6,
  "role_title_count": 5,
  "worksite_count": 2,
  "total_workers": 6,
  "first_fiscal_year": 2021,
  "first_received_date": "2021-08-18",
  "latest_fiscal_year": 2024,
  "latest_decision_date": "2024-09-23",
  "certified_count": 6,
  "denied_count": 0,
  "status_breakdown": [
    {
      "value": "Certified",
      "filing_count": 6,
      "first_fiscal_year": 2021,
      "latest_fiscal_year": 2024,
      "source": "dol_oflc_lca"
    }
  ],
  "visa_class_breakdown": [
    {
      "value": "H-1B",
      "filing_count": 6,
      "first_fiscal_year": 2021,
      "latest_fiscal_year": 2024,
      "source": "dol_oflc_lca"
    }
  ],
  "full_time_position_breakdown": [
    {
      "value": "Y",
      "filing_count": 6,
      "first_fiscal_year": 2021,
      "latest_fiscal_year": 2024,
      "source": "dol_oflc_lca"
    }
  ]
}

Petition Activity

{
  "initial_approval": 0,
  "initial_denial": 0,
  "continuing_approval": 0,
  "continuing_denial": 0,
  "total_approval": 4,
  "total_denial": 1,
  "fiscal_years": [
    "2015",
    "2022"
  ],
  "year_metrics": [
    {
      "cities": [
        "Darien"
      ],
      "states": [
        "CT"
      ],
      "fiscal_year": 2015,
      "naics_codes": [
        "52"
      ],
      "postal_codes": [
        "06820"
      ],
      "total_denial": 0,
      "initial_denial": 0,
      "total_approval": 1,
      "initial_approval": 1,
      "continuing_denial": 0,
      "petition_count_id": "petition_count_uscis_h1b_archive_portfolio_advisors_llc_tax_7853_2015",
      "source_record_ids": [
        "sr_uscis_h1b_datahub_2015_row_002526"
      ],
      "continuing_approval": 0
    },
    {
      "cities": [
        "Darien"
      ],
      "states": [
        "CT"
      ],
      "fiscal_year": 2022,
      "naics_codes": [
        "52"
      ],
      "postal_codes": [
        "06820"
      ],
      "total_denial": 1,
      "initial_denial": 0,
      "total_approval": 3,
      "initial_approval": 1,
      "continuing_denial": 1,
      "petition_count_id": "petition_count_uscis_h1b_archive_portfolio_advisors_llc_tax_7853_2022",
      "source_record_ids": [
        "sr_uscis_h1b_datahub_2022_row_041023"
      ],
      "continuing_approval": 2
    }
  ]
}

Addresses

{
  "office_addresses": [
    {
      "address_kind": "office",
      "raw_address": "DARIEN CT 06820",
      "city": "Darien",
      "state": "CT",
      "postal_code": "06820",
      "filing_count": 2,
      "case_count": 2,
      "first_fiscal_year": 2023,
      "latest_fiscal_year": 2024,
      "latest_decision_date": "2024-09-23",
      "source_ids": [
        "dol_oflc_lca"
      ]
    },
    {
      "address_kind": "office",
      "raw_address": "DARIEN CT 6820",
      "city": "Darien",
      "state": "CT",
      "postal_code": "6820",
      "filing_count": 4,
      "case_count": 4,
      "first_fiscal_year": 2021,
      "latest_fiscal_year": 2022,
      "latest_decision_date": "2022-09-01",
      "source_ids": [
        "dol_oflc_lca"
      ]
    }
  ],
  "worksite_addresses": [
    {
      "address_kind": "worksite",
      "raw_address": "DARIEN CT 06820",
      "city": "Darien",
      "county": "Darien",
      "state": "CT",
      "postal_code": "06820",
      "filing_count": 2,
      "case_count": 2,
      "first_fiscal_year": 2023,
      "latest_fiscal_year": 2024,
      "latest_decision_date": "2024-09-23",
      "source_ids": [
        "dol_oflc_lca"
      ]
    },
    {
      "address_kind": "worksite",
      "raw_address": "DARIEN CT 6820",
      "city": "Darien",
      "county": "Darien",
      "state": "CT",
      "postal_code": "6820",
      "filing_count": 3,
      "case_count": 3,
      "first_fiscal_year": 2022,
      "latest_fiscal_year": 2022,
      "latest_decision_date": "2022-09-01",
      "source_ids": [
        "dol_oflc_lca"
      ]
    },
    {
      "address_kind": "worksite",
      "raw_address": "DARIEN CT 6820",
      "city": "Darien",
      "county": "Fairfield",
      "state": "CT",
      "postal_code": "6820",
      "filing_count": 1,
      "case_count": 1,
      "first_fiscal_year": 2021,
      "latest_fiscal_year": 2021,
      "latest_decision_date": "2021-08-25",
      "source_ids": [
        "dol_oflc_lca"
      ]
    }
  ],
  "summary": {
    "office_address_count": 2,
    "worksite_address_count": 3,
    "has_street_address_evidence": true,
    "caveat": "LCA employer/worksite addresses are capped filing evidence scoped to matched source company names and should not be treated as verified headquarters without external validation."
  }
}

Geography

{
  "states": [
    "CT"
  ],
  "cities": [
    "Darien"
  ],
  "postal_codes": [
    "6820",
    "06820"
  ],
  "top_markets": [
    {
      "city": "Darien",
      "state": "CT",
      "postal_code": "6820",
      "lca_count": 4,
      "role_title_count": 4,
      "wage_low_min": 110000,
      "wage_high_max": 140000,
      "first_fiscal_year": 2021,
      "latest_fiscal_year": 2022
    },
    {
      "city": "Darien",
      "state": "CT",
      "postal_code": "06820",
      "lca_count": 2,
      "role_title_count": 2,
      "wage_low_min": 100000,
      "wage_high_max": 165000,
      "first_fiscal_year": 2023,
      "latest_fiscal_year": 2024
    }
  ]
}

Industry

{
  "naics_codes": [
    "52315",
    "52"
  ],
  "naics_breakdown": [
    {
      "value": "52311",
      "filing_count": 5,
      "first_fiscal_year": 2021,
      "latest_fiscal_year": 2023,
      "source": "dol_oflc_lca"
    },
    {
      "value": "52315",
      "filing_count": 1,
      "first_fiscal_year": 2024,
      "latest_fiscal_year": 2024,
      "source": "dol_oflc_lca"
    }
  ]
}

Wage Summary

{
  "annualized_low_min": 100000,
  "annualized_high_max": 165000,
  "annualized_low_avg": 126666.666666667
}

Trend

[
  {
    "fiscal_year": 2021,
    "quarter": "Q4",
    "lca_count": 1,
    "case_count": 1,
    "role_title_count": 1,
    "worksite_count": 1,
    "wage_low_min": 120000,
    "wage_high_max": 120000,
    "wage_low_avg": 120000
  },
  {
    "fiscal_year": 2022,
    "quarter": "Q2",
    "lca_count": 1,
    "case_count": 1,
    "role_title_count": 1,
    "worksite_count": 1,
    "wage_low_min": 125000,
    "wage_high_max": 125000,
    "wage_low_avg": 125000
  },
  {
    "fiscal_year": 2022,
    "quarter": "Q3",
    "lca_count": 1,
    "case_count": 1,
    "role_title_count": 1,
    "worksite_count": 1,
    "wage_low_min": 140000,
    "wage_high_max": 140000,
    "wage_low_avg": 140000
  },
  {
    "fiscal_year": 2022,
    "quarter": "Q4",
    "lca_count": 1,
    "case_count": 1,
    "role_title_count": 1,
    "worksite_count": 1,
    "wage_low_min": 110000,
    "wage_high_max": 110000,
    "wage_low_avg": 110000
  },
  {
    "fiscal_year": 2023,
    "quarter": "Q3",
    "lca_count": 1,
    "case_count": 1,
    "role_title_count": 1,
    "worksite_count": 1,
    "wage_low_min": 100000,
    "wage_high_max": 100000,
    "wage_low_avg": 100000
  },
  {
    "fiscal_year": 2024,
    "quarter": "Q4",
    "lca_count": 1,
    "case_count": 1,
    "role_title_count": 1,
    "worksite_count": 1,
    "wage_low_min": 165000,
    "wage_high_max": 165000,
    "wage_low_avg": 165000
  }
]

Links

{
  "roles": "/v1/roles?company=Portfolio%20Advisors%20LLC",
  "wages": "/v1/wages?company=Portfolio%20Advisors%20LLC",
  "trends": "/v1/trends?company=Portfolio%20Advisors%20LLC"
}

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