Tina
Mistry
Portfolio Advisors, Inc
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About this Advisor
Tina Mistry is a financial advisor based in Fresno, California, working with Portfolio Advisors, Inc. Tina has previously held a position at Portfolio Advisors, Inc. Tina has passed the Series 65 regulatory exam and is registered to provide services in California and Texas. Currently, Tina is part of Portfolio Advisors, Inc, which operates out of Fresno, California. The firm has 6 employees and manages assets totaling $206.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Portfolio Advisors, Inc includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Portfolio Advisors, Inc Brokerage Details
$206,237,451
6
819
$251,816
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Tina Mistry Work History
Portfolio Advisors, Inc
Disclosures
Please visit the SEC profile of Tina Mistry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Portfolio Advisors, Inc
Fresno, CA
Fresno, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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