HV
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
July 2009 - Present · 16 yrs 6 mos
Private Portfolio, INC.
July 1998 - Present · 27 yrs 6 mos
Private Portfolio, INC. Broker
July 1998 - Present · 27 yrs 6 mos
Previous Registrations
Inverworld Securities, INC.Broker
April 1996 - July 1998 · 2 yrs 3 mos
Cbi International Securities, INC.Broker
July 1994 - January 1997 · 2 yrs 6 mos
Arka Securities INC.Broker
April 1991 - April 1994 · 3 yrs
Linsco/private Ledger CORP. Broker
November 1990 - May 1991 · 6 mos
Drexel Burnham Lambert IncorporatedBroker
May 1988 - December 1988 · 7 mos
Shearson Lehman Hutton INC.Broker
February 1987 - May 1988 · 1 yr 3 mos
State Registrations3 states
CAFLTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.