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Robert Crane Fitzwilson

THE PORTOLA GROUP INC·ST. HELENA, CALIFORNIA, California
Clean record29 years registeredTHE PORTOLA GROUP INC
1250 CHURCH STREET, ST. HELENA, CALIFORNIA, CA 94574-1207CRD# 4342690Firm CRD# 105359

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Crane Fitzwilson · ST. HELENA, CALIFORNIA, CA
Registration
CRD #4342690 · THE PORTOLA GROUP INC · 29 years registered
Brand Profile
Not yet started
01

Career History

THE PORTOLA GROUP INC
Jan 2020 – present
THE PORTOLA GROUP INC
Jul 1997 – Dec 2019
San Jose, CA
02

Registrations & Exams

Registration record
First registered · July 8, 1997
Years registered · 29
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE PORTOLA GROUP INC
CRD 105359 · SEC 801-14344
AUM
$47M
Regulatory assets under management
Employees
1
48 client accounts
Services offered by THE PORTOLA GROUP INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at THE PORTOLA GROUP INC →
Introduction

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05

Frequently Asked Questions

What services does Robert Crane Fitzwilson offer?
Robert Crane Fitzwilson specializes in Financial Planning, Investment Management. Contact their office in ST. HELENA, CALIFORNIA, California for a consultation.
What are Robert Crane Fitzwilson's credentials?
Robert Crane Fitzwilson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Crane Fitzwilson located?
Robert Crane Fitzwilson is based in ST. HELENA, CALIFORNIA, California, working with THE PORTOLA GROUP INC. Their office serves clients in the ST. HELENA, CALIFORNIA metropolitan area and surrounding communities.
How does Robert Crane Fitzwilson charge for services?
Robert Crane Fitzwilson's firm is compensated through percentage of aum, subscription fees, other: a flat annual retainer fee (paid quarterly). Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE PORTOLA GROUP INC?
THE PORTOLA GROUP INC has approximately 1 employees and manages $47M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE PORTOLA GROUP INC

Thomas William Six
MENLO PARK, CA
David Elliot Faulk
MENLO PARK, CA
Wendy Catherine Bastis
SAN JOSE, CA

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