The Portola Group Inc.
The Portola Group Inc. (CRD# 105359) is a financial advisory firm headquartered in San Jose, CA. They manage $69,350,848 in 148 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management69MILLION
Total Number of Accounts148ACCOUNTS
Average Account Value$468,587
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, HI, NH, OR, WA
Wendy Bastis (CRD# 2777376) is an Investment Advisor Representative working at The Portola Group Inc. in Menlo Park, CA and has 1 year of experience in the finance industry.
Robert Fitzwilson (CRD# 4342690) is an Investment Advisor Representative working at The Portola Group Inc. in Menlo Park, CA and has 1 year of experience in the finance industry.