The Portola Group Inc
The Portola Group Inc is an SEC-registered ria with $47.0M assets under management (AUM, regulatory AUM), -8% over one year. See who owns The Portola Group Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 105359, data through 2020-05-15.
- AUM (assets under management / regulatory AUM)
- $47.0M (2020-05-15)
- Firm type
- Ria
- Employees
- 1
- Clients
- 48
- CRD
- 105359
- Ownership
- FITZWILSON, ROBERT, CRANE; OLSON, PERRY, VAUGHN; PERRY V. OLSON AND LYNNE B. OLSON, TRUSTEES OF THE OLSON FAMILY TRUST, DTD 6-6-97; SIX, THOMAS, WILLIAM; FITZWILSON, ROBERT CRANE, TRUSTEE OF THE ROBERT CRANE FITZWILSON TRUST
How much AUM does The Portola Group Inc have?
The Portola Group Inc reported $47.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2020-05-15).
Who owns The Portola Group Inc?
Disclosed owners and executives of The Portola Group Inc include FITZWILSON, ROBERT, CRANE, OLSON, PERRY, VAUGHN, PERRY V. OLSON AND LYNNE B. OLSON, TRUSTEES OF THE OLSON FAMILY TRUST, DTD 6-6-97, SIX, THOMAS, WILLIAM, FITZWILSON, ROBERT CRANE, TRUSTEE OF THE ROBERT CRANE FITZWILSON TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.