Portfolio Advisors, Inc.
Portfolio Advisors, Inc. is an SEC-registered wealth manager in Fresno, CA with $261.2M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Portfolio Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106111, SEC 801-38220, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $261.2M (2026-03-10)
- Firm type
- Wealth Manager
- Location
- Fresno, CA
- Employees
- 7
- Clients
- 238
- CRD
- 106111
- Ownership
- WILLIAMSON, DAVID, LEE; LEFFLER, GERALD, RAY; LEFFLER, MICHAEL, JAMES; SANSON, JESSICA, SADREDIN; HATFIELD, KENNETH, EDWARD
How much AUM does Portfolio Advisors, Inc. have?
Portfolio Advisors, Inc. reported $261.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns Portfolio Advisors, Inc.?
Disclosed owners and executives of Portfolio Advisors, Inc. include WILLIAMSON, DAVID, LEE, LEFFLER, GERALD, RAY, LEFFLER, MICHAEL, JAMES, SANSON, JESSICA, SADREDIN, HATFIELD, KENNETH, EDWARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.