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Building 2THE PORTOLA GROUP INC

Map pinST. HELENA, CALIFORNIA, CA
Phone650-854-7550
NotebookSEC #801-14344
Total AUM
$47M
Employees
1
Clients
48

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1250 CHURCH STREET
SUITE C
ST. HELENA, CALIFORNIA
CA 94574-1207
United States
Operating Hours
9:00 AM TO 1:00 PM
Monday - Friday
Phone
650-854-7550

ReceiptFinancials

Total AUM
$47M
Accounts
48
Discretionary
$47M
Accounts
48
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
46
AUM
$45M
Charitable Organization Clients
2
AUM
$2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
A FLAT ANNUAL RETAINER FEE (PAID QUARTERLY)

Shield checkCompliance

Disclosures

None reported

State Registrations
CAHITX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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