Tina Mistry

CFP

Portfolio Advisors, INC.

17 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth

Portfolio Advisors, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

2 advisors

Number of Clients

239 clients

Average Client Portfolio

$938K average

Assets Under Management

$224.3M

Fee Structure

Minimum Annual Fee:$3,500

Contact

Tina Mistry

Location

7571 N. Remington Ave., Ste. 105, Fresno, CA, 93711-5799

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Portfolio Advisors, INC.

July 2008 - Present · 17 yrs 7 mos

State Registrations2 states

CATX

Advisor

Exams

No exam information available for this advisor.