Portfolio Advisors, Inc.
● SEC registered since 1991CRD 106111SEC# 801-38220Fresno, CA
Reg. AUM
$261.2M
Employees
7
Accounts
754
Location
Fresno, CA
Portfolio Advisors, Inc. assets under management
Portfolio Advisors, Inc. is a registered investment adviser overseen by the SEC based in Fresno, CA. The firm has been registered since 1991. It reports $261.2 million in regulatory assets under management and employs 7 people.
Portfolio Advisors, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ellis Family Trust Control | Owner | Over 75% | 2021 |
| Tina Mistry Control | President, Chief Executive Officer, Chief Operating Officer, Chief Financial Officer, Chief Compliance Officer | Under 5% | 2014 |
| Tina Mistry Control | Trustee | — | 2021 |
Frequently asked questions
How much does Portfolio Advisors, Inc. manage?
Portfolio Advisors, Inc. reports $261.2 million in regulatory assets under management on its Form ADV.
How many employees does Portfolio Advisors, Inc. have?
Portfolio Advisors, Inc. reports 7 employees.
Where is Portfolio Advisors, Inc. located?
Portfolio Advisors, Inc. is based in Fresno, CA and has been SEC-registered since 1991.
Does Portfolio Advisors, Inc. disclose fund performance?
Portfolio Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7571 N. Remington Ave., Ste. 105, Fresno, CA 93711-5799 |
| Phone | 559-432-8400 |
| Office hours | 9:00 - 5:00 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$261.2M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$261.2Mregulatory AUM
Discretionary $0Non-discretionary $261.2M