The Portola Group Inc.

The Portola Group Inc. (CRD# 105359) is a financial advisory firm headquartered in Saint Helena, CA. They manage $19,500,000 in 29 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
Po Box 2010, Saint Helena, CA 94515-9998
http://www.portolagroup.com
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $672,414
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at The Portola Group Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Wendy Bastis, financial advisor Menlo Park CA
Wendy C. Bastis
CRD#: 2777376
1600 El Camino Real, Suite 250, Menlo Park, CA 94025

Wendy Bastis (CRD# 2777376) is an Investment Advisor Representative working at The Portola Group Inc. in Menlo Park, CA and has 1 year of experience in the finance industry.

2
Anthony Craven, financial advisor Honolulu HI
Anthony B. Craven
CRD#: 2686401
1001 Bishop Street, Suite 3030, Pacific Tower, Honolulu, HI 96813

Anthony Craven (CRD# 2686401) is an Investment Advisor Representative working at The Portola Group Inc. in Honolulu, HI and has 1 year of experience in the finance industry.

3
Robert Fitzwilson, financial advisor Calistoga CA
Robert C. Fitzwilson
CRD#: 4342690
Calistoga, CA

Robert Fitzwilson (CRD# 4342690) is an Investment Advisor Representative working at The Portola Group Inc. in Calistoga, CA and has 1 year of experience in the finance industry.

4
Steven Hicks, financial advisor Saint Helena CA
Steven B. Hicks
CRD#: 5791515
Po Box 2010, Saint Helena, CA 94515-9998

Steven Hicks (CRD# 5791515) is an Investment Advisor Representative working at The Portola Group Inc. in Saint Helena, CA and has 1 year of experience in the finance industry.

5
Richard Koretz, financial advisor San Jose CA
Richard A. Koretz
CRD#: 274002
3150 Almaden Expy, Suite 233, San Jose, CA 95118

Richard Koretz (CRD# 274002) is an Investment Advisor Representative working at The Portola Group Inc. in San Jose, CA and has 1 year of experience in the finance industry.

6
Jeffrey Parrott, financial advisor San Jose CA
Jeffrey A. Parrott
CRD#: 5631870
3150 Almaden Expy, Suite 233, San Jose, CA 95118

Jeffrey Parrott (CRD# 5631870) is an Investment Advisor Representative working at The Portola Group Inc. in San Jose, CA and has 1 year of experience in the finance industry.

7
Carl Smigielski, financial advisor San Jose CA
Carl W. Smigielski
CRD#: 5838923
3150 Almaden Expy, Suite 233, San Jose, CA 95118

Carl Smigielski (CRD# 5838923) is an Investment Advisor Representative working at The Portola Group Inc. in San Jose, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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