PORTOLA PARTNERS GROUP LLC

PORTOLA PARTNERS
MENLO PARK, California·4 registered advisors·CRD# 305407
SEC# 801-1173411650-433-8779
01

Firm Overview

AUM
$5.6B
Regulatory assets under management
Employees
27
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PORTOLA PARTNERS GROUP LLC

4 registered advisors
Jeffrey Nmn Lin
MENLO PARK, California
Jill Patrice Foster
MENLO PARK, California
Steven Robinson Rehmus
MENLO PARK, California
Zachary Aaron Herlick
MENLO PARK, California
05

Office Locations

MENLO PARK, California
4 advisors

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Data sourced from SEC Form ADV filings. PORTOLA PARTNERS GROUP LLC (CRD# 305407) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.