The Portola Group Inc
Legal Name: THE PORTOLA GROUP INC
Full Contact Details
The Portola Group Inc
3150 ALMADEN EXPY, SUITE 233, SAN JOSE, CA
650-854-7550
650-854-8363
Other Info
The Portola Group Inc, legally known as THE PORTOLA GROUP INC, is a California Corporation with 4 dedicated employees, one of whom serves a crucial advisory role. With 50 satisfied clients to its name, the company's SEC status is currently confirmed as approved, having been registered with the US Securities and Exchange Commission on January 25th, 1979.
Portola Group | Private Wealth Management
By combining expert advisory services and cutting-edge technology, the Portola Group, Inc. delivers the best and most comprehensive wealth management services.
Direct Owners
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ROBERT CRANE FITZWILSON
DIRECTOR/PRESIDENT/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER owns less than 5%
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ROBERT CRANE FITZWILSON TRUST U/A 6/24/87
SHAREHOLDER owns 75% or more
Indirect Owners
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FITZWILSON, ROBERT CRANE
TRUSTEE owns 75% or more