PORTFOLIO ADVISORS, INC.

PORTFOLIO ADVISORS, INC. of FRESNO, CA is an SEC-registered investment adviser (CRD 106111). Regulatory assets under management: $261.2M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (9)

NameRoleLocation
Tina MistryPRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER; TRUSTEE
WILLIAMSON DAVID LEEGENERAL PARTNER; GENERAL PARTNER/CHIEF COMPLIANCE OFFICER
LEFFLER MICHAEL JAMESGENERAL PARTNER; PRESIDENT/CHIEF COMPLIANCE OFFICER; PRESIDENT / CHIEF COMPLIANCE OFFICER / CHIEF EXECUTIVE OFFICER (+1 more)
LEFFLER GERALD RAYGENERAL PARTNER
HATFIELD KENNETH EDWARDDIRECTOR OF CLIENT RELATIONS
MISTRY TINACHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER; PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER (+1 more)
SANSON JESSICA SADREDINCHIEF COMPLIANCE OFFICER
SADREDIN JESSICACHIEF COMPLIANCE OFFICER
WOODS JESSICACHIEF COMPLIANCE OFFICER

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