Ruben Ramirez Morfin

Private Portfolio of San Diego

18 Years of Experience

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Firm Information

Private Portfolio of San Diego

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.

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Areas of Practice

Investment Management

Advisor Information

Office location

Bonita, CA

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Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

September 2020

Denied

Criminal

May 1979

Final Disposition

Criminal

November 1975

Final Disposition

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Other Business Activities

Ruben is a board member and on the finance committee for Media Arts Center San Diego since January 2023. He dedicates minimal time to providing general guidance and advice to management, but does not provide financial advice or make financial decisions.