Private Portfolios, Inc.

RIASEC RegisteredEst. 2017

Total AUM

$293M

Discretionary

$293M

100% of AUM

Avg account

$646K

Accounts

454

Employees

Advisory reps

Firm details

Headquarters: San Mateo, California
CRD number: 111905
Registered since: April 3, 2017
Website: www.privateportfolios.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI61.62%
Individuals37.24%
Pension & Profit Sharing Plans0.93%
Charitable Organizations0.2%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Private Portfolios, Inc. is an independent, privately owned registered investment adviser that began SEC registration in 2017 and operates as a corporation. The firm serves both individual and family clients as well as institutional and business clients. Core services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, and client education through seminars and workshops. Its billing mixes asset-based fees with hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor. Private Portfolios, Inc. was recognized by FA Magazine as a Top RIA Firm in 2020.