| 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 |
Portfolio Advisors, Inc. reports $224.3 million in regulatory assets under management on its Form ADV.
Portfolio Advisors, Inc. reports 7 employees.
Portfolio Advisors, Inc. is based in Fresno, CA and has been SEC-registered since 1991.
Portfolio Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | — |
| Non-discretionary | $224.3M |
| Total (RAUM) | $224.3M |