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).
Total Assets Under Management47MILLION
Total Number of Accounts48ACCOUNTS
Average Account Value$979,167
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.