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Building 2PORTFOLIO ADVISORS, INC.

Map pinFRESNO, CA
Phone559-432-8400
NotebookSEC #801-38220
Total AUM
$261.2M
Employees
7
Clients
240

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7571 N. REMINGTON AVE., STE. 105
FRESNO
CA 93711-5799
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Phone
559-432-8400

ReceiptFinancials

Total AUM
$261.2M
Accounts
754
Discretionary
$0
Accounts
0
Non-Discretionary
$261.2M
Accounts
754

ContactClients

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Individual Clients
158
AUM
$61.7M
HNW Individual Clients
80
AUM
$196.9M
Pension/Profit Sharing Plan Clients
1
AUM
$1.2M
Charitable Organization Clients
1
AUM
$1.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
RETIREMENT PLAN ASSETS UNDER ADVISEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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