Portfolio Advisors Inc

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Regulatory AUM vs AUM

Type	Result	AUM ($BB)

Portfolio Advisors Inc ✚
CRD #	106111
SEC #	801-38220
CIK #
AUM	$190.5 MM (0% Disc, 100% US, 2020-03-12)
Employees	7 (86% Investors, 0% Brokers)
Phone	559-432-8400
Address	7571 N Remington Ave, Ste 105 Fresno, CA 93711-5799
Source	[IAPD] [Website]

Total AUM ($MM)

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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