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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Portfolio Advisors Inc
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|---|---|
| CRD # | 106111 |
| SEC # | 801-38220 |
| CIK # | |
| AUM | $224.3 M (2025-06-25) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 559-432-8400 |
| Address | 7571 N Remington Ave, Ste 105 Fresno, CA 93711-5799 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 171 | 66.0 |
| (b) Individuals (high net worth individuals) | 68 | 156.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.0 |
| (h) Charitable organizations | 0 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 755 | 224.3 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 755 | 224.3 |
| Total | 755 | 224.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 224.3 | |
| Total | 755 | 224.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Vital Investment Management LLC
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|
CO | 0.2 |
|
Abich Financial Wealth Management LLC
✚
|
VA | 0.2 |
|
Slocum Gordon & Co LLP
✚
|
RI | 0.2 |
|
Davis Capital Management LLC
✚
|
FL | 0.2 |
|
Millington Financial Advisors LLC
✚
|
IL | 0.2 |
|
Schaeffer Financial LLC
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|
MD | 0.2 |
|
Plotkin Financial Advisors LLC
✚
|
MD | 0.2 |
|
Endeavor Wealth Advisors LLC
✚
|
OH | 0.2 |
|
HFG Advisors Inc
✚
|
WA | 0.2 |
|
Tudor Financial Inc
✚
|
OH | 0.2 |