Private Portfolio of San Diego

Overview

Private Portfolio Of San Diego is a small, SEC-registered corporate broker-dealer that has been operating since 1994. The firm is individually owned and focuses its advisory practice on individuals, families and small businesses, providing portfolio management alongside broker-dealer services. Compensation is charged as a percentage of assets under management. The adviser is not positioned as a capital allocator, does not identify as an active ESG investor, and is not categorized as a multi-state adviser under the snapshot data.

Assets & Accounts

Investments & Alternatives

Location & Offices