The Portola Group Inc.

The Portola Group Inc. (CRD# 105359) is a financial advisory firm headquartered in Saint Helena, CA. They manage $19,500,000 in 29 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
Po Box 2010, Saint Helena, CA 94515
http://www.portolagroup.com
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $672,414
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at The Portola Group Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Robert Fitzwilson, financial advisor Calistoga CA
Robert C. Fitzwilson
CRD#: 4342690
Calistoga, CA

Robert Fitzwilson (CRD# 4342690) is an Investment Advisor Representative working at The Portola Group Inc. in Calistoga, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals