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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 $196,750,557 assets under management, offering retirement planning & investment advisory services to 839 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 106111 |
| SEC# | 801-38220 |
| Assets Managed by Firm | $196,750,557 |
| No. of Clients | 839 |
| No. of Advisors | 5 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other(RETIREMENT PLAN ASSETS UNDER ADVISEMENT)
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 839 | $196,750,557 |
| Individuals (other than high net worth individuals) | 209 | $64,869,532 |
| High net worth individuals | 62 | $130,047,959 |
| Pension and profit sharing plans | $831,440 | |
| Charitable organizations | Fewer than 5 clients | $1,001,626 |
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|---|---|---|---|
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