Portfolio Overview - John Smith
Client information: Account Information: Advisor information: Log out:
Client John Smith
Address 1231 main street
City/State Las Vegas, Nevada
Zip 89123
Phone Number 702-555-12343
Cell phone 702-555-6543
Work Phone 702-555-7821
FAX 702-555-4567
Email jsmith@acme.com
Account Number JS56051185440
Password *********
Client Since October, 2004
Types of Accounts

 

 Investment
Banking
Insurance
Retirement

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Name Jane Doe
Title Senior Advisor
Phone Number 702-123-4567
Cell Phone 702-987-6543
FAX 702-654-3210
Email jdoe@uagroup.com

 
Last Contact November, 2006
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Last Log In 11/22/06  5:15pm

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Investments
Stocks Name Shares Purchase Price Percent Balance View
MGM  MGM/ mirage 50 $5000.00 18.5% 5,500.00
WYNN Wynn resorts 100 $2000.00 10% 2350.00
LGI Lazard Global 100 $1000.00 10% 1123.00
Bonds Fund Number # Amount Percent Date View
Treasury  4568981 45 $4000.00 10% 10/2010
High 6654411 60 $1000.00 10% 12/2013
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