Private Portfolios Inc

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Assets, Funds, Holdings

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Private Portfolios Inc
CRD #111905
SEC #801-110209
CIK #
AUM $157.1 MM (100% Disc, 100% US)
Employees4 (75% Investors, 75% Brokers)
Phone650-548-9800
Address424 North San Mateo Drive
San Mateo, CA 94401-2491
Source IAPDexternal Websiteexternal LinkedInexternal
Total AUM ($BB)
Comparable Firms State AUM ($BB)
Beverly Investment Advisors LLC
CA
0.2
Leconte Wealth Management LLC
TN
0.2
Smith Asset Management Co LLC
FL
0.2
Windward Wealth Strategies Inc
WI
0.2
Coppertree LLC
MA
0.2
Breithorn Capital Management LLC
NY
0.2
Stableford Capital LLC
AZ
0.2
Tri-Star Advisors Inc
TX
0.2
Penobscot Wealth Management
ME
0.2
Premier Estate Planners LLC
MI
0.2