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PORTFOLIO ADVISORS, INC.
CRD 106111 · SEC 801-38220
7571 N. REMINGTON AVE., STE. 105, FRESNO, CA, 93711-5799, United States
Phone
559-432-8400
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$261.2M
Discretionary AUM
$0
Team
7 total employees; 4 advisory reps; 3 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; RETIREMENT PLAN ASSETS UNDER ADVISEMENT
Org form
Corporation
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 158 | $61.7M |
| High net worth individuals | 80 | $196.9M |
States served
CA, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD