National Retirement Planning Experts

National Coverage
Local Professionals

Home  > Financial Advisors > california > fresno

PORTFOLIO ADVISORS, INC.

Tel: 559-432-8400
7571 N. Remington Ave., Ste. 105
Fresno, California  93711-5799

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

PORTFOLIO ADVISORS, INC.

PORTFOLIO ADVISORS, INC. is a Fresno, California based financial advisory firm with nearly $224,251,297 in assets under management and provides investment advisory services for 755 clients. There are currently 7 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (RETIREMENT PLAN ASSETS UNDER ADVISEMEN

Firm CRD#:

106111

SEC#:

801-38220

No. of Clients:

755

Assets under Management

$224,251,297

No. of Advisors:

7

More Financial Advisory Firms in Fresno, California

More Firms in Fresno, California >>

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© 2025 FinancialAdvisor.net. All Rights Reserved.