The Portola Group Inc
Firm details
- Headquarters
- ,
- CRD number
- 105359
- Registered since
- January 25, 1979
- Website
- www.portolagroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI93.34%
- Charitable Organizations6.66%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
The Portola Group Inc. operates as an independent registered investment adviser first registered with the SEC in 1979. The firm is structured as a domestic corporation with individual ownership and serves both individual & family and institutional clients. Its advisory activity is focused on portfolio management for individuals and small businesses. Fee arrangements include a mix of percentage-of-AUM, fixed fees and other fee types. The firm is not classified as a capital allocator, is not an active ESG investor, and does not operate as a multistate or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Contacts
1 of 1Robert Fitzwilson
PresidentCRD 4342690
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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