PORTFOLIO ADVISORS, INC.

FRESNO, California·4 registered advisors·CRD# 106111
SEC# 801-382200559-432-8400
01

Firm Overview

AUM
$206M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Other: RETIREMENT PLAN ASSETS UNDER ADVISEMENT
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PORTFOLIO ADVISORS, INC.

4 registered advisors
Jessica Woods
FRESNO, California
Kenneth Edward Hatfield
FRESNO, California
Michael James Leffler
FRESNO, California
Tina Mistry
FRESNO, California
05

Office Locations

FRESNO, California
4 advisors

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Data sourced from SEC Form ADV filings. PORTFOLIO ADVISORS, INC. (CRD# 106111) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.