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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Private Portfolios Inc
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|---|---|
| CRD # | 111905 |
| SEC # | 801-110209 |
| CIK # | |
| AUM | $276.1 M (2025-02-21) |
| Employees | 4 (75% Investors, 75% Brokers) |
| Phone | 650-548-9800 |
| Address | 424 North San Mateo Drive San Mateo, CA 94401-2491 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 178 | 99.9 |
| (b) Individuals (high net worth individuals) | 87 | 166.0 |
| (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 | 10 | 9.7 |
| (h) Charitable organizations | 0 | 0.6 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 458 | 276.1 |
| By Discretionary | ||
| Discretionary | 458 | 276.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 458 | 276.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 276.1 | |
| Total | 458 | 276.1 |
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|---|---|---|
|
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KY | 0.3 |
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OH | 0.3 |
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AZ | 0.3 |
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VPWM Advisors LLC
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MN | 0.3 |
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Canter Strategic Wealth Management LLC
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CA | 0.3 |
|
Retirement Financial Solutions LLC
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TN | 0.3 |
|
Integrity Wealth Advisors LLC
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|
CA | 0.3 |
|
Weitzel Financial Services Inc
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IA | 0.3 |
|
Gentry Private Wealth LLC
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|
KS | 0.3 |
|
NorthStar Financial Planners Inc
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|
FL | 0.3 |