Overview
Assets Under Management: $276 million
Headquarters: SAN MATEO, CA
High-Net-Worth Clients: 87
Average Client Assets: $2 million
Frequently Asked Questions
PRIVATE PORTFOLIOS, 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 #111905), PRIVATE PORTFOLIOS, INC. is subject to fiduciary duty under federal law.
PRIVATE PORTFOLIOS, INC. is headquartered in SAN MATEO, CA.
PRIVATE PORTFOLIOS, INC. serves 87 high-net-worth clients according to their SEC filing dated February 21, 2025. View client details ↓
According to their SEC Form ADV, PRIVATE PORTFOLIOS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
PRIVATE PORTFOLIOS, INC. manages $276 million in client assets according to their SEC filing dated February 21, 2025.
According to their SEC Form ADV, PRIVATE PORTFOLIOS, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 87
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.12
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 458
Discretionary Accounts: 458
Regulatory Filings
CRD Number: 111905
Last Filing Date: 2025-02-21 00:00:00
Website: https://privateportfolios.com