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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Pioneer elementOptima
- Established Date
- 02-01-1991
- Office Locations
- 1
Office Locations
About Portfolio Advisors, Inc.
Portfolio Advisors, Inc. is a fee-only RIA serving families and individuals in Fresno/Central Valley and nationwide, with a focus on mid-career professionals and retirees/near-retirees. The firm delivers comprehensive planning—Social Security/Medicare, tax-aware retirement decisions, sustainable portfolio withdrawals, and legacy planning—paired with portfolio construction and investment management that commonly uses ETFs and mutual funds, primarily custodied at Charles Schwab.
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Owner & Executives
TINA MISTRY
Advisor, Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, CHIEF OPERATING OFFICER, President
- CRD
- #5520596
- Ownership
- Less than 5%
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ANDREW JAMES MOJICA FLORES
Financial Advisor
- CRD
- #6384742
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $261,154,540 | $346,359 |
| Total | $261,154,540 | $346,359 |
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Separately Managed Accounts
Total SMA Asset: $261,154,540
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $738,753,226 | 9.5% |
| Cash | $3,266,066,895 | 42.0% |
| Equity - Exchange | $2,029,627,284 | 26.1% |
| U.S. Government/Agency | $1,741,902,344 | 22.4% |
| Total | $7,776,349,749 | 100.0% |