AdvisorOS Directory
Claim Profile
Unclaimed Profile
ML

Michael James Leffler

PORTFOLIO ADVISORS, INC.·FRESNO, California
Clean recordPORTFOLIO 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael James Leffler is a registered financial advisor based in FRESNO, California, affiliated with PORTFOLIO ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Michael

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Michael is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
PORTFOLIO ADVISORS, INC.
PORTFOLIO ADVISORS, INC.
AUM
$206M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at PORTFOLIO ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: RETIREMENT PLAN ASSETS UNDER ADVISEMENT
Regulatory
SEC/IARD CRD# 2539871
Firm CRD# 106111
View on FINRA BrokerCheck →

Looking for a financial advisor in FRESNO?

Browse all registered financial advisors in FRESNO, California or claim this profile if it's yours.

Browse FRESNO AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Michael James Leffler offer?
Michael James Leffler specializes in Financial Planning, Investment Management. Contact their office in FRESNO, California for a consultation.
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, working with PORTFOLIO ADVISORS, INC.. Their office serves clients in the FRESNO metropolitan area and surrounding communities.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at PORTFOLIO ADVISORS, INC.

Tina Mistry
FRESNO, CA
Jessica Woods
FRESNO, CA
Kenneth Edward Hatfield
FRESNO, CA

More Advisors in FRESNO, California

Jarrett James Perez
TWO OAKS INVESTMENT MANAGEMENT, LLC·FRESNO, CA
Kelly Michelle Woesner
REGENCY INVESTMENT ADVISORS INC·FRESNO, CA
Philip Daniel Ray
REGENCY INVESTMENT ADVISORS INC·FRESNO, CA
Marci Lynne Deck
REGENCY INVESTMENT ADVISORS INC·FRESNO, CA
Mark Louis Prendergast
REGENCY INVESTMENT ADVISORS INC·FRESNO, CA
Anthony Dominic Fazio
REGENCY INVESTMENT ADVISORS INC·FRESNO, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)SANTA MONICA (478)IRVINE (455)SAN MATEO (339)LA JOLLA (257)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile