Portfolio Advisors, Inc.
Portfolio Advisors, Inc. (CRD# 106111) is a financial advisory firm headquartered in Fresno, CA. They manage $206,237,451 in 819 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management206MILLION
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Total Number of Accounts819ACCOUNTS
-
Average Account Value$251,816
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, OR, TX, WA
Financial Advisors at Portfolio Advisors, Inc.
1
Andrew James Flores (CRD# 6384742) is an Investment Advisor Representative working at Portfolio Advisors, Inc. in Fresno, CA and has over 9 years of experience in the finance industry.
2
Tina Mistry (CRD# 5520596) is an Investment Advisor Representative working at Portfolio Advisors, Inc. in Fresno, CA and has over 15 years of experience in the finance industry.
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