RE
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 (1)
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Regulatory
July 2019Final
Other Business Activities
Ricardo is an employee and part owner of Integra Consulting, LLC, selling risk management software, and spends minimal time on Rica Holdings, SA DE CV, a holding company. He also provides investment options in hedge funds through Man Investments, works as a commodities futures broker for Coquest Inc., and refers clients for investment outside the USA, Mexico, and Europe through Summa Asset Management Corp.
Employment History
Current Registrations
Private Portfolio of San Diego
November 2022 - Present · 3 yrs 2 mos
Private Portfolio, INC.
July 2022 - Present · 3 yrs 6 mos
Private Portfolio, INC. Broker
July 2022 - Present · 3 yrs 6 mos
Previous Registrations
Titleist Asset Management, Ltd.Broker
January 2014 - July 2022 · 8 yrs 6 mos
Argentus Securities, LLCBroker
March 2010 - January 2014 · 3 yrs 10 mos
Base Securities, LLCBroker
December 2004 - November 2010 · 5 yrs 11 mos
Banorte Securities International, Ltd.Broker
February 2003 - June 2004 · 1 yr 4 mos
Cambridge Group Investments, Ltd.Broker
August 2000 - June 2002 · 1 yr 10 mos
State Registrations2 states
CATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.