PPrivate Fund Data Log in Join · $37/mo

Private Portfolios, Inc.

● SEC registered since 2017CRD 111905SEC# 801-110209San Mateo, CA
Export (members)
Reg. AUM
$276.1M
Employees
4
Accounts
458
Location
San Mateo, CA

Private Portfolios, Inc. assets under management

Private Portfolios, Inc. is an investment advisory firm registered with the SEC based in San Mateo, CA. The firm has been registered since 2017. It reports $276.1 million in regulatory assets under management and employs 4 people.
www.privateportfolios.comView on SEC.gov ↗

Private Portfolios, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Daniel Brian Binn ControlVice President10-25%2002
Robert Floyd Binn ControlPresident / Chief Compliance OfficerOver 75%1984

Frequently asked questions

How much does Private Portfolios, Inc. manage?

Private Portfolios, Inc. reports $276.1 million in regulatory assets under management on its Form ADV.

How many employees does Private Portfolios, Inc. have?

Private Portfolios, Inc. reports 4 employees.

Where is Private Portfolios, Inc. located?

Private Portfolios, Inc. is based in San Mateo, CA and has been SEC-registered since 2017.

Does Private Portfolios, Inc. disclose fund performance?

Private Portfolios, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address424 North San Mateo Drive, Suite 200, San Mateo, CA 94401-2491
Phone650-548-9800
Fax650-548-9882
Office hours8:30 a.m. To 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$276.1M
Non-discretionary$0
Total (RAUM)$276.1M