Private Portfolio of San Diego
Assets Under Management
$91.5M
Number of Clients
93
Number of Advisors
9
Average Client AUM
$984K
AUM per Advisor
$10.2M
Compensation
Fee-Only (AUM)
About This Firm
Private Portfolio, Inc. is a securities brokerage/investment advisor company catering to both US and Mexican investors. They offer cultural understanding and financial services, bridging the border for clients in both countries. The firm's advisors have experience in international finance and Mexican financial markets.
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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Location
7816 Ivanhoe Ave Ste 10, La Jolla, CA, 92037