PORTFOLIO ADVISORS, INC.

RIASEC RegisteredEst. 1991

Total AUM

$261M

Discretionary

0% of AUM

Avg account

$346K

Accounts

754

Employees

Advisory reps

Firm details

Headquarters: FRESNO, California
CRD number: 106111
Registered since: February 1, 1991
Website: portadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI75.39%
Individuals23.63%
Charitable Organizations0.53%
Pension & Profit Sharing Plans0.45%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Portfolio Advisors, Inc. is an independent registered investment adviser that has been SEC-registered since 1991 and operates as a capital allocator for individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, pension consulting, selection of outside advisers and educational seminars. Its fee schedules include percentage-of-AUM billing plus hourly, fixed-fee and other arrangements, allowing flexibility in client engagements. Investment activity centers on using third-party managers and pooled public funds as the primary building blocks of client portfolios. The firm is not an active ESG investor and is not registered as a multi-state adviser; its structure indicates a mix of institutional process with a client focus on tailored planning and manager selection rather than heavy in-house security selection.