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| Keyboard |
| Private Portfolios Inc
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|---|---|
| CRD # | 111905 |
| SEC # | 801-110209 |
| CIK # | |
| AUM | 293.5 M (2026-01-15) |
| Employees | 3 (67% Investors, 67% Brokers) |
| Fees | |
| Minimum | |
| 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) | 175 | 109.3 |
| (b) Individuals (high net worth individuals) | 84 | 180.8 |
| (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 | 8 | 2.7 |
| (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 | 454 | 293.5 |
| By Discretionary | ||
| Discretionary | 454 | 293.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 454 | 293.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 293.5 | |
| Total | 454 | 293.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Core Capital Management and Research Inc
✚
|
TX | 298.8 M |
|
Calder Investment Advisors
✚
|
MI | 297.0 M |
|
KP Financial Management LLC DBA Caissa Wealth Strategies
✚
|
MN | 297.0 M |
|
Birchbrook
✚
|
ME | 296.5 M |
|
Saybrook Wealth Group Inc
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|
CT | 292.1 M |
|
Millington Financial Advisors LLC
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|
IL | 291.4 M |
|
Retirement Portfolios LLC
✚
|
KS | 290.0 M |
|
PFG Private Wealth Management LLC
✚
|
FL | 289.0 M |
|
Traction Financial Partners LLC
✚
|
WY | 288.4 M |
|
Innova Wealth Partners LLC
✚
|
PA | 288.2 M |