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Home > Retirement Planners > california > fresno > PORTFOLIO ADVISORS, INC.
PORTFOLIO ADVISORS, INC.
7571 N. Remington Ave., Ste. 105
Fresno, California 93711-5799
Tel: 559-432-8400
About PORTFOLIO ADVISORS, INC.
PORTFOLIO ADVISORS, INC, formally registered with the SEC as PORTFOLIO ADVISORS, INC. The firm was established in 02/01/1991. They have over 1 offices throughout the country.
PORTFOLIO ADVISORS, INC. is a Fresno, California based Financial Planning firm with nearly $224,251,297 assets under management, offering retirement planning & investment advisory services to 755 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106111 |
| SEC# | 801-38220 |
| Assets Managed by Firm | $224,251,297 |
| No. of Clients | 755 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (RETIREMENT PLAN ASSETS UNDER ADVISEMENT)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 755 | $224,251,297 |
| Individuals (other than high net worth individuals) | 171 | $66,028,962 |
| High net worth individuals | 68 | $156,015,689 |
| Pension and profit sharing plans | Fewer than 5 clients | $974,007 |
| Charitable organizations | Fewer than 5 clients | $1,232,639 |
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