T
$41.4M Total AUM
$41.4M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
34 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-31-1992
- Office Locations
- 1
Office Locations
-- Calistoga CA
About THE Portola Group INC
THE Portola Group INC is a Calistoga-based RIA. The firm has been operating for 34 years. Managing $41.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$41.4M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
6.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
34yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
R
ROBERT CRANE FITZWILSON
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, DIRECTOR, Founder, President
- CRD
- #4342690
- Ownership
- Less than 5%
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,433,900 | $979,167 |
| Non-Discretionary | $0 | -- |
| Total | $41,433,900 | $979,167 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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