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PRIVATE PORTFOLIO OF SAN DIEGO
PRIVATE PORTFOLIO, INC.
CRD 36644 · SEC 801-69346
7816 IVANHOE AVE STE 10, LA JOLLA, CA, 92037, United States
Phone
858-551-2071
Fax
858-551-2072
Registration
— (—)
Source
State registered
Total AUM
$50.0M
Discretionary AUM
$50.0M
Team
19 total employees; 9 advisory reps; 37 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $5.0M |
| High net worth individuals | 27 | $45.0M |
All web addresses on file
Official SEC filing: View on IAPD