Portfolio Advisors Inc

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Assets, Funds, Holdings

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Portfolio Advisors Inc
CRD #106111
SEC #801-38220
CIK #
AUM $206.2 MM (2024-05-01)
Employees 6 (50% Investors, 0% Brokers)
Phone559-432-8400
Address7571 N Remington Ave, Ste 105
Fresno, CA 93711-5799
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
2502001501005002001200920172025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 192 64.2
(b) Individuals (high net worth individuals) 63 140.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.9
(h) Charitable organizations 0 1.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 819 206.2
By Discretionary
Discretionary 0 0.0
Non-Discretionary 819 206.2
Total 819 206.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 206.2
Total 819 206.2
Comparable Firms State AUM ($BB)
Gradient Advisors LLC
MN 0.2
Continuum Wealth Advisors LLC
NY 0.2
Conquis Financial LLC
CA 0.2
The Herbst Group LLC
CT 0.2
Caerus Investment Advisors LLC
TX 0.2
Hardy & Hardy Co LLC
OH 0.2
The Professional Financial Company LLC
UT 0.2
Logix Investments LLC
OH 0.2
Kamichu Wealth Management LLC
NV 0.2
Powers Advisory Group LLC
IL 0.2
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