PORTFOLIO ADVISORS, INC.
CRD #106111 SEC #801-38220 FRESNO, CA 559-432-8400
SEC Registered
Total AUM
$224.3M
Discretionary
$0
Employees
7
Clients
101
Accounts
755
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MISTRY, TINA | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | NA | Control |
| MISTRY, TINA | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | NA | Control |
| MISTRY, TINA | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | NA | Control |
| MISTRY, TINA | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | NA | Control |
| MISTRY, TINA | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | NA | Control |
| MISTRY, TINA | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | NA | Control |
| MISTRY, TINA | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | NA | Control |
| MISTRY, TINA | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | NA | Control |
| MISTRY, TINA | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | NA | Control |
| MISTRY, TINA | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | NA | Control |
| MISTRY, TINA | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | NA | Control |
| MISTRY, TINA | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | NA | Control |
| MISTRY, TINA | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | NA | Control |
| MISTRY, TINA | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| MISTRY, TINA | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| MISTRY, TINA | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| MISTRY, TINA | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| MISTRY, TINA | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| SADREDIN, JESSICA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SADREDIN, JESSICA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SADREDIN, JESSICA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SADREDIN, JESSICA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SADREDIN, JESSICA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SADREDIN, JESSICA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SADREDIN, JESSICA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SADREDIN, JESSICA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SADREDIN, JESSICA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SANSON, JESSICA, SADREDIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SANSON, JESSICA, SADREDIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SANSON, JESSICA, SADREDIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SANSON, JESSICA, SADREDIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SANSON, JESSICA, SADREDIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SANSON, JESSICA, SADREDIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SANSON, JESSICA, SADREDIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SANSON, JESSICA, SADREDIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SANSON, JESSICA, SADREDIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SANSON, JESSICA, SADREDIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SANSON, JESSICA, SADREDIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOODS, JESSICA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOODS, JESSICA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOODS, JESSICA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOODS, JESSICA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ELLIS FAMILY TRUST | DE | OWNER | E | Control |
| ELLIS FAMILY TRUST | DE | OWNER | E | Control |
| ELLIS FAMILY TRUST | DE | OWNER | E | Control |
| ELLIS FAMILY TRUST | DE | OWNER | E | Control |
| ELLIS FAMILY TRUST | DE | OWNER | E | Control |
| ELLIS FAMILY TRUST | DE | OWNER | E | Control |
| ELLIS FAMILY TRUST | DE | OWNER | E | Control |
| ELLIS FAMILY TRUST | DE | OWNER | E | Control |
| ELLIS FAMILY TRUST | DE | OWNER | E | Control |
| ELLIS FAMILY TRUST | DE | OWNER | E | Control |
| ELLIS FAMILY TRUST | DE | OWNER | E | Control |
| ELLIS FAMILY TRUST | DE | OWNER | E | Control |
| ELLIS FAMILY TRUST | DE | OWNER | E | Control |
| ELLIS FAMILY TRUST | DE | OWNER | E | Control |
| ELLIS FAMILY TRUST | DE | OWNER | E | Control |
| ELLIS FAMILY TRUST | DE | OWNER | E | Control |
| ELLIS FAMILY TRUST | DE | OWNER | E | Control |
| ELLIS FAMILY TRUST | DE | OWNER | E | Control |
| LEFFLER, MICHAEL, JAMES | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEFFLER, MICHAEL, JAMES | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEFFLER, MICHAEL, JAMES | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEFFLER, MICHAEL, JAMES | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEFFLER, MICHAEL, JAMES | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEFFLER, MICHAEL, JAMES | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEFFLER, MICHAEL, JAMES | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEFFLER, MICHAEL, JAMES | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEFFLER, MICHAEL, JAMES | I | PRESIDENT / CHIEF COMPLIANCE OFFICER / CHIEF EXECUTIVE OFFICER | E | Control |
| LEFFLER, MICHAEL, JAMES | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEFFLER, MICHAEL, JAMES | I | PRESIDENT / CHIEF COMPLIANCE OFFICER / CHIEF EXECUTIVE OFFICER | E | Control |
| LEFFLER, GERALD, RAY | I | GENERAL PARTNER | D | Control |
| LEFFLER, GERALD, RAY | I | GENERAL PARTNER | D | Control |
| LEFFLER, MICHAEL, JAMES | I | GENERAL PARTNER | D | Control |
| LEFFLER, MICHAEL, JAMES | I | GENERAL PARTNER | D | Control |
| LEFFLER, MICHAEL, JAMES | I | GENERAL PARTNER | D | Control |
| MISTRY, TINA | I | CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | D | Control |
| MISTRY, TINA | I | CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | D | Control |
| MISTRY, TINA | I | CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | D | Control |
| MISTRY, TINA | I | CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | D | Control |
| MISTRY, TINA | I | CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | D | Control |
| WILLIAMSON, DAVID, LEE | I | GENERAL PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| WILLIAMSON, DAVID, LEE | I | GENERAL PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| WILLIAMSON, DAVID, LEE | I | GENERAL PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| WILLIAMSON, DAVID, LEE | I | GENERAL PARTNER | D | Control |
| WILLIAMSON, DAVID, LEE | I | GENERAL PARTNER | D | Control |
| HATFIELD, KENNETH, EDWARD | I | DIRECTOR OF CLIENT RELATIONS | C | Control |
| HATFIELD, KENNETH, EDWARD | I | DIRECTOR OF CLIENT RELATIONS | C | Control |
| HATFIELD, KENNETH, EDWARD | I | DIRECTOR OF CLIENT RELATIONS | C | Control |
| HATFIELD, KENNETH, EDWARD | I | DIRECTOR OF CLIENT RELATIONS | C | Control |
| HATFIELD, KENNETH, EDWARD | I | DIRECTOR OF CLIENT RELATIONS | C | Control |
| HATFIELD, KENNETH, EDWARD | I | DIRECTOR OF CLIENT RELATIONS | C | Control |
| HATFIELD, KENNETH, EDWARD | I | DIRECTOR OF CLIENT RELATIONS | C | Control |
| HATFIELD, KENNETH, EDWARD | I | DIRECTOR OF CLIENT RELATIONS | C | Control |
| HATFIELD, KENNETH, EDWARD | I | DIRECTOR OF CLIENT RELATIONS | C | Control |
| HATFIELD, KENNETH, EDWARD | I | DIRECTOR OF CLIENT RELATIONS | C | Control |
| HATFIELD, KENNETH, EDWARD | I | DIRECTOR OF CLIENT RELATIONS | C | Control |
| HATFIELD, KENNETH, EDWARD | I | DIRECTOR OF CLIENT RELATIONS | C | Control |
| HATFIELD, KENNETH, EDWARD | I | DIRECTOR OF CLIENT RELATIONS | C | Control |
| HATFIELD, KENNETH, EDWARD | I | DIRECTOR OF CLIENT RELATIONS | C | Control |
| LEFFLER, MICHAEL, JAMES | I | PRESIDENT / CHIEF COMPLIANCE OFFICER / CHIEF EXECUTIVE OFFICER | C | Control |
| LEFFLER, MICHAEL, JAMES | I | PRESIDENT / CHIEF COMPLIANCE OFFICER / CHIEF EXECUTIVE OFFICER | C | Control |
| LEFFLER, MICHAEL, JAMES | I | PRESIDENT / CHIEF COMPLIANCE OFFICER / CHIEF EXECUTIVE OFFICER | C | Control |
| LEFFLER, MICHAEL, JAMES | I | PRESIDENT / CHIEF COMPLIANCE OFFICER / CHIEF EXECUTIVE OFFICER | C | Control |
| LEFFLER, MICHAEL, JAMES | I | PRESIDENT / CHIEF COMPLIANCE OFFICER / CHIEF EXECUTIVE OFFICER | C | Control |
| LEFFLER, MICHAEL, JAMES | I | PRESIDENT / CHIEF COMPLIANCE OFFICER / CHIEF EXECUTIVE OFFICER | C | Control |
| LEFFLER, MICHAEL, JAMES | I | PRESIDENT / CHIEF COMPLIANCE OFFICER / CHIEF EXECUTIVE OFFICER | C | Control |
| LEFFLER, MICHAEL, JAMES | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | C | Control |
| LEFFLER, MICHAEL, JAMES | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | C | Control |
| LEFFLER, MICHAEL, JAMES | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | C | Control |
| LEFFLER, MICHAEL, JAMES | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | C | Control |
| LEFFLER, MICHAEL, JAMES | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | C | Control |
| LEFFLER, MICHAEL, JAMES | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | C | Control |
| LEFFLER, MICHAEL, JAMES | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | C | Control |
| LEFFLER, MICHAEL, JAMES | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | C | Control |
| LEFFLER, MICHAEL, JAMES | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | C | Control |
| LEFFLER, MICHAEL, JAMES | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | C | Control |
| LEFFLER, MICHAEL, JAMES | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | C | Control |
| MISTRY, TINA | I | CHIEF OPERATING OFFICER | C | Control |
| MISTRY, TINA | I | CHIEF OPERATING OFFICER | C | Control |
| MISTRY, TINA | I | CHIEF OPERATING OFFICER | C | Control |
| MISTRY, TINA | I | CHIEF OPERATING OFFICER | C | Control |
| MISTRY, TINA | I | CHIEF OPERATING OFFICER | C | Control |
| MISTRY, TINA | I | CHIEF OPERATING OFFICER | C | Control |
| MISTRY, TINA | I | CHIEF OPERATING OFFICER | C | Control |
| MISTRY, TINA | I | CHIEF OPERATING OFFICER | C | Control |
| MISTRY, TINA | I | CHIEF OPERATING OFFICER | C | Control |
| MISTRY, TINA | I | CHIEF OPERATING OFFICER | C | Control |
| MISTRY, TINA | I | CHIEF OPERATING OFFICER | C | Control |
| MISTRY, TINA | I | CHIEF OPERATING OFFICER | C | Control |
| MISTRY, TINA | I | CHIEF OPERATING OFFICER | C | Control |
| MISTRY, TINA | I | CHIEF OPERATING OFFICER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MISTRY, TINA | I | ELLIS FAMILY TRUST | F | Control |
| MISTRY, TINA | I | ELLIS FAMILY TRUST | F | Control |
| MISTRY, TINA | I | ELLIS FAMILY TRUST | F | Control |
| MISTRY, TINA | I | ELLIS FAMILY TRUST | F | Control |
| MISTRY, TINA | I | ELLIS FAMILY TRUST | F | Control |
| MISTRY, TINA | I | ELLIS FAMILY TRUST | F | Control |
| MISTRY, TINA | I | ELLIS FAMILY TRUST | F | Control |
| MISTRY, TINA | I | ELLIS FAMILY TRUST | F | Control |
| MISTRY, TINA | I | ELLIS FAMILY TRUST | F | Control |
| MISTRY, TINA | I | ELLIS FAMILY TRUST | F | Control |
| MISTRY, TINA | I | ELLIS FAMILY TRUST | F | Control |
| MISTRY, TINA | I | ELLIS FAMILY TRUST | F | Control |
| MISTRY, TINA | I | ELLIS FAMILY TRUST | F | Control |
Registrations
Federal
IA
Jun 25, 2025 REGISTERED
Notice Filings (6)
CA LA NV OR TX WA
Address
7571 N. REMINGTON AVE., STE. 105FRESNO, CA 93711-5799
United States
Phone: 559-432-8400