AUMdb
RC

Robert Crane Fitzwilson

CRD 4342690

Firms

FirmRoleAs of
The Portola Group Inc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Ownership stakes

  • The Portola Group Inc
    Director/President/Chief Investment Officer/Chief Compliance Officer · Less than 5% · May 2020

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗