Portfolio Advisors Inc

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Portfolio Advisors Inc
CRD #106111
SEC #801-38220
CIK #
AUM $190.5 MM (0% Disc, 100% US, 2020-03-12)
Employees7 (86% Investors, 0% Brokers)
Phone559-432-8400
Address7571 N Remington Ave, Ste 105
Fresno, CA 93711-5799
Source [IAPD] [Website]
Total AUM ($MM)
240192144964801999200620132021
Comparable Firms State AUM ($BB)
Vergepointe Wealth Management LLC
OR 0.2
Pennington Financial Group
CA 0.2
Zimmermann Investment Management & Planning LLC
PA 0.2
Beadell A D Investment Counsel Inc
WI 0.2
Hazard & Siegel Advisory Services LLC
NY 0.2
Albert D Mason Inc
MA 0.2
Griffin Asset Management LLC
NY 0.2
Malaga Cove Capital LLC
CA 0.2
Valiant Wealth LLC
IA 0.2
Strategic Financial Partners Ltd
OR 0.2
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