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My Portfolio Guide, LLC

● SEC registered since 2024CRD 153188SEC# 801-129775Seal Beach, CA
Export (members)
Reg. AUM
$142.5M
Employees
2
Accounts
408
Location
Seal Beach, CA

My Portfolio Guide, LLC assets under management

My Portfolio Guide, LLC is an SEC-registered investment adviser based in Seal Beach, CA. The firm has been registered since 2024. It reports $142.5 million in regulatory assets under management and employs 2 people.

My Portfolio Guide, LLC owners & executives

1 reported
NameTitleOwnershipSince
Vladimir Matthew Pixa ControlManaging Member/Chief Compliance OfficerOver 75%2010

Frequently asked questions

How much does My Portfolio Guide, LLC manage?

My Portfolio Guide, LLC reports $142.5 million in regulatory assets under management on its Form ADV.

How many employees does My Portfolio Guide, LLC have?

My Portfolio Guide, LLC reports 2 employees.

Where is My Portfolio Guide, LLC located?

My Portfolio Guide, LLC is based in Seal Beach, CA and has been SEC-registered since 2024.

Does My Portfolio Guide, LLC disclose fund performance?

My Portfolio Guide, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3020 Old Ranch Parkway, Suite 300, Seal Beach, CA 90740
Phone(562)799-5595
Office hours7:00 a.m. - 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$142.5M
Non-discretionary$0
Total (RAUM)$142.5M