RIA Intelligence

PRIVATE REALTY INVESTMENTS, INC.

CRD #131900 SEC #801-63320 LARKSPUR, CA 415-925-1375
SEC Registered
Total AUM
$44.8M
Discretionary
$44.8M
Employees
5
Clients
10
Accounts
17

Firm Details

Organization Type
Corporation
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 13, 2005
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DAGGERT, JANA, SUZANNEICHIEF COMPLIANCE OFFICER & TREASURERNA Control
DAGGERT, JANA, SUZANNEITREASURERNA Control
DAGGERT, JANA, SUZANNEITREASURERNA Control
LETCHER, SUSAN, LICHIEF COMPLIANCE OFFICERNA Control
SCHROTH, LYNDA, EISECRETARYNA
SCHROTH, LYNDA, EISECRETARYNA
SCHROTH, LYNDA, EISECRETARYNA
SCHROTH, LYNDA, EISECRETARYNA
MAIER, PETER, KLAUSIPRESIDENTD Control
MAIER, PETER, KLAUSIPRESIDENTD Control
MAIER, PETER, KLAUSIPRESIDENTD Control
MAIER, PETER, KLAUSIPRESIDENTD Control
MAIER, MELANIE, STOFFIDIRECTORC Control
MAIER, MELANIE, STOFFIDIRECTORC Control
MAIER, MELANIE, STOFFIDIRECTORC Control
MAIER, MELANIE, STOFFIDIRECTORC Control

Registrations

Federal

IA
Sep 13, 2005 REGISTERED

Notice Filings (1)

CA

Address

80 E SIR FRANCIS DRAKE BLVD
SUITE 4D
LARKSPUR, CA 94939-1709
USA
Phone: 415-925-1375