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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 10-02-1995
- Office Locations
- 1
Office Locations
About AI Advisor, Inc.
AI Advisor, Inc. is a Penn Valley-based RIA. The firm has been operating for 30 years. Managing $20.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Vanguard.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 4 clients, or 4 clients per representative. That equates to $5.0M in reported AUM per client.
The profile lists 1 reported office location and 30 years in operation. The source data was last updated on February 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Vehicles
- Services
- Technology
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The full AI Advisor, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
LAWRENCE E PORTNOFF
Advisor, President
- CRD
- #2058334
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,093,178 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,093,178 | -- |
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Separately Managed Accounts
SMA allocation detail is available
AI Advisor, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.