THE PORTOLA GROUP INC

ST. HELENA, CALIFORNIA, California·4 registered advisors·CRD# 105359
SEC# 801-143440650-854-7550
01

Firm Overview

AUM
$47M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
Other: A FLAT ANNUAL RETAINER FEE (PAID QUARTERLY)
03

Specialties

Financial PlanningInvestment Management
04

Advisors at THE PORTOLA GROUP INC

4 registered advisors
David Elliot Faulk
MENLO PARK, California
Robert Crane Fitzwilson
ST. HELENA, CALIFORNIA, California
Thomas William Six
MENLO PARK, California
Wendy Catherine Bastis
SAN JOSE, California
05

Office Locations

MENLO PARK, California
2 advisors
SAN JOSE, California
1 advisor
ST. HELENA, CALIFORNIA, California
1 advisor

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Data sourced from SEC Form ADV filings. THE PORTOLA GROUP INC (CRD# 105359) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.