Overview
Assets Under Management: $151 million
Headquarters: FT. LAUDERDALE, FL
High-Net-Worth Clients: 11
Average Client Assets: $13.6 million
Frequently Asked Questions
PERSONAL PORTFOLIO MANAGEMENT, INC. 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 #140975), PERSONAL PORTFOLIO MANAGEMENT, INC. is subject to fiduciary duty under federal law.
PERSONAL PORTFOLIO MANAGEMENT, INC. is headquartered in FT. LAUDERDALE, FL.
PERSONAL PORTFOLIO MANAGEMENT, INC. serves 11 high-net-worth clients according to their SEC filing dated March 08, 2018. View client details ↓
According to their SEC Form ADV, PERSONAL PORTFOLIO MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
PERSONAL PORTFOLIO MANAGEMENT, INC. manages $151 million in client assets according to their SEC filing dated March 08, 2018.
According to their SEC Form ADV, PERSONAL PORTFOLIO MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 11
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.17%
Average Client Assets: $13.6 million
Total Client Accounts: 17
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 140975
Filing ID: 1187367
Last Filing Date: 2018-03-08 09:43:00