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President, Chief Executive Officer, Chief Operating Officer, Chief Financial Officer, Chief Compliance Officer · Portfolio Advisors, Inc.

Tina Mistry

CRD 5520596 · Named on Form ADV at one SEC-registered adviser

At a glance

Portfolio Advisors, Inc., an SEC-registered wealth manager based in Fresno, CA with $261 million in regulatory assets, lists Tina Mistry on its Form ADV as President, Chief Executive Officer, Chief Operating Officer, Chief Financial Officer, Chief Compliance Officer, a control person.

Firms and roles

  • Portfolio Advisors, Inc.President, Chief Executive Officer, Chief Operating Officer, Chief Financial Officer, Chief Compliance OfficerWealth manager · Fresno, CA · $261M in regulatory assets

AtlasMembers

Tina’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Tina’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.