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).

By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    148
    ACCOUNTS
  • Average Account Value
    $468,587
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
  • 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
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, HI, NH, OR, WA

Financial Advisors at The Portola Group Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Wendy C. Bastis
CRD#: 2777376
1600 El Camino Real, Suite 250, Menlo Park, CA 94025
90
Wealthminder
score

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.

2
Robert C. Fitzwilson
CRD#: 4342690
3000 Sand Hill Road, #2-145, Menlo Park, CA 94025
87
Wealthminder
score

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.

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