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Ellis Family Trust

OwnerPortfolio Advisors, Inc.

About Ellis Family Trust

Ellis Family Trust is listed as Owner at Portfolio Advisors, Inc. in Fresno, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Portfolio Advisors, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Ellis Family Trust work?

Ellis Family Trust is listed as Owner at Portfolio Advisors, Inc. on SEC Form ADV.

How much of Portfolio Advisors, Inc. does Ellis Family Trust own?

Form ADV reports a beneficial ownership band of Over 75%.

Portfolio Advisors, Inc.

TitleOwner
OwnershipOver 75%
Control personYes
Since2021