Portfolio Advisors, Inc.

Portfolio Advisors, Inc. (CRD# 106111) is a financial advisory firm headquartered in Fresno, CA. They manage $236,251,628 in 823 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    236
    MILLION
  • Total Number of Accounts
    823
    ACCOUNTS
  • Average Account Value
    $287,062
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NV, OR, TX, WA

Financial Advisors at Portfolio Advisors, Inc.
Showing 1 - 4 of 4 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 7 years of experience in the finance industry. Andrew James Flores has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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 13 years of experience in the finance industry. Tina Mistry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jordan S. Naffa
CRD#: 6534732
7571 N. Remington Ave., Ste. 105, Fresno, CA 93711

Jordan Naffa (CRD# 6534732) is an Investment Advisor Representative working at Portfolio Advisors, Inc. in Fresno, CA and has over 6 years of experience in the finance industry.

4
Jesse C. Vega
CRD#: 7451954
7571 N. Remington Ave., Ste. 105, Fresno, CA 93711

Jesse Vega (CRD# 7451954) is an Investment Advisor Representative working at Portfolio Advisors, Inc. in Fresno, CA and has 1 year of experience in the finance industry.

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