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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 →Other Business Activities
Grant owns a rental property in Eugene, Oregon, which was previously his home. A management company handles the daily operations, so Grant's involvement is minimal.
Employment History
Current Registrations
Private Portfolio of San Diego
November 2023 - Present · 2 yrs 2 mos
Private Portfolio, INC.
April 2022 - Present · 3 yrs 9 mos
Private Portfolio, INC. Broker
April 2022 - Present · 3 yrs 9 mos
State Registrations3 states
CAIAOR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.