Portfolio Advisors, Inc.

Portfolio Advisors, Inc. (CRD# 106111) is a financial advisory firm headquartered in Fresno, CA. They manage $206,237,451 in 819 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    206
    MILLION
  • Total Number of Accounts
    819
    ACCOUNTS
  • Average Account Value
    $251,816
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OR, TX, WA

Financial Advisors at Portfolio Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Andrew James M. Flores
CRD#: 6384742
7571 N. Remington Ave., Ste. 105, Fresno, CA 93711

Andrew James Flores (CRD# 6384742) is an Investment Advisor Representative working at Portfolio Advisors, Inc. in Fresno, CA and has over 9 years of experience in the finance industry.

2
Tina Mistry
CRD#: 5520596
7571 N. Remington Ave., Ste. 105, Fresno, CA 93711

Tina Mistry (CRD# 5520596) is an Investment Advisor Representative working at Portfolio Advisors, Inc. in Fresno, CA and has over 15 years of experience in the finance industry.

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