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PORTFOLIO ADVISORS, INC.

FRESNO, CA · CRD 106111 · IAPD ↗ · portadvisors.com · 559-432-8400

$261.2MRegulatory AUM
4Advisory reps
7Employees
3Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
March 2025 — PORTFOLIO ADVISORS, INC. grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
58
March 2024 — PORTFOLIO ADVISORS, INC. reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.