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PRIVATE PORTFOLIOS, INC.
CRD 111905 · SEC 801-110209
424 NORTH SAN MATEO DRIVE, SUITE 200, SAN MATEO, CA, 94401-2491, United States
Phone
650-548-9800
Fax
650-548-9882
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$293.5M
Discretionary AUM
$293.5M
Team
3 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 175 | $109.3M |
| High net worth individuals | 84 | $180.8M |
| Pension/profit sharing plans | 8 | $2.7M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD