The Portola Group Inc.

The Portola Group Inc. (CRD# 105359) is a financial advisory firm headquartered in St. Helena, California, CA. They manage $47,000,000 in 48 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $979,167
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
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

Financial Advisors at The Portola Group Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Robert C. Fitzwilson
CRD#: 4342690
1250 Church Street, Suite C, St. Helena, California, CA 94574

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

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