Overview
Assets Under Management: $142 million
Headquarters: SEAL BEACH, CA
High-Net-Worth Clients: 50
Average Client Assets: $1.7 million
Frequently Asked Questions
MY PORTFOLIO GUIDE, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #153188), MY PORTFOLIO GUIDE, LLC is subject to fiduciary duty under federal law.
MY PORTFOLIO GUIDE, LLC is headquartered in SEAL BEACH, CA.
MY PORTFOLIO GUIDE, LLC serves 50 high-net-worth clients according to their SEC filing dated February 26, 2025. View client details ↓
According to their SEC Form ADV, MY PORTFOLIO GUIDE, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
MY PORTFOLIO GUIDE, LLC manages $142 million in client assets according to their SEC filing dated February 26, 2025.
According to their SEC Form ADV, MY PORTFOLIO GUIDE, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.00%
Average Client Assets: $1.7 million
Total Client Accounts: 408
Discretionary Accounts: 408
Regulatory Filings
CRD Number: 153188
Filing ID: 1941879
Last Filing Date: 2025-02-26 15:36:00