Unclaimed Profile

Michael James Leffler

PORTFOLIO ADVISORS, INC.·FRESNO, California

Series 6, Series 7, Series 24, Series 63Clean record21 years registeredPORTFOLIO ADVISORS, INC.

7571 N. REMINGTON AVE., STE. 105, FRESNO, CA 93711-5799CRD# 2539871Firm CRD# 106111

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael James Leffler · FRESNO, CA

Registration

CRD #2539871 · PORTFOLIO ADVISORS, INC. · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PORTFOLIO ADVISORS, INC.

PORTFOLIO ADVISORS, INC.

Jun 2005 – Oct 2020

FRESNO, CA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · June 22, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PORTFOLIO ADVISORS, INC.

CRD 106111 · SEC 801-38220

AUM

$206M

Regulatory assets under management

Employees

819 client accounts

Services offered by PORTFOLIO ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PORTFOLIO ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Michael James Leffler offer?

Michael James Leffler specializes in Financial Planning, Investment Management.

What are Michael James Leffler's credentials?

Michael James Leffler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael James Leffler located?

Michael James Leffler is based in FRESNO, California, last registered with PORTFOLIO ADVISORS, INC..

How does Michael James Leffler charge for services?

Michael James Leffler's firm is compensated through percentage of aum, subscription fees, other: retirement plan assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PORTFOLIO ADVISORS, INC.?

PORTFOLIO ADVISORS, INC. has approximately 6 employees and manages $206M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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