DB
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
9 advisors
Number of Clients
93 clients
Average Client Portfolio
$984K average
Assets Under Management
$91.5M
Fee Structure
This brochure supplement provides information about the advisors of Private Portfolio of San Diego. The fee structure is not described in this supplement. Please refer to the firm's main brochure for fee information.
Areas of Practice
Investment Management
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Advisor Information
Office location
7816 Ivanhoe Ave Ste 10, La Jolla, CA, 92037-4535
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Private Portfolio of San Diego
March 2006 - Present · 19 yrs 10 mos
Private Portfolio, INC. Broker
December 1994 - Present · 31 yrs 1 mo
Previous Registrations
Arka Securities INC.Broker
July 1987 - August 1994 · 7 yrs 1 mo
Sutro & CO. IncorporatedBroker
February 1986 - October 1986 · 8 mos
Investment Placement GroupBroker
May 1985 - October 1987 · 2 yrs 5 mos
State Registrations3 states
CATXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.