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| Happy Holidays!! thanks for using AUM13F!! |
| Private Portfolio Partners LLC
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|---|---|
| CRD # | 165616 |
| SEC # | 801-81108 |
| CIK # | 0001766520 |
| AUM | $1.1 B (2025-03-28) |
| Employees | 28 (68% Investors, 68% Brokers) |
| Phone | 201-939-6644 |
| Address | 461 From Road Paramus, NJ 07652 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Exxon Mobil Corp | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,045 | 384.1 |
| (b) Individuals (high net worth individuals) | 195 | 533.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 3.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 5.3 |
| (n) Other | 290 | 126.5 |
| Total | 2,652 | 1,053.3 |
| By Discretionary | ||
| Discretionary | 2,642 | 1,049.2 |
| Non-Discretionary | 10 | 4.1 |
| Total | 2,652 | 1,053.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,053.3 | |
| Total | 2,652 | 1,053.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001766520] |
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