PERSONAL PORTFOLIO MANAGEMENT, INC.
CRD #140975 SEC #801-72259 JUPITER, FL 561-250-6631
SEC Registered
Total AUM
$149.8M
Discretionary
$0
Employees
2
Clients
1
Accounts
16
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2020 | $149.8M | $0 | $149.8M | 2 | 0 |
| Mar 2020 | $149.8M | $0 | $149.8M | 2 | 0 |
| Feb 2019 | $144.5M | $0 | $144.5M | 2 | 0 |
| Mar 2018 | $150.6M | $0 | $150.6M | 2 | 0 |
| Feb 2017 | $147.4M | $0 | $147.4M | 2 | 11 |
| Mar 2016 | $153.6M | $0 | $153.6M | 2 | 11 |
| Mar 2015 | $154.9M | $0 | $154.9M | 2 | 11 |
| Mar 2014 | $139.6M | $0 | $139.6M | 2 | 11 |
| Feb 2013 | $152M | $0 | $152M | 2 | 11 |
| Feb 2012 | $151.6M | $0 | $151.6M | 1 | 11 |
| Apr 2011 | $120M | $0 | $120M | 5 | -- |
| Mar 2011 | $120M | $0 | $120M | 5 | -- |
DateJul 2020
Total AUM$149.8M
Discretionary$0
Non-Disc.$149.8M
Employees2
Clients0
DateMar 2020
Total AUM$149.8M
Discretionary$0
Non-Disc.$149.8M
Employees2
Clients0
DateFeb 2019
Total AUM$144.5M
Discretionary$0
Non-Disc.$144.5M
Employees2
Clients0
DateMar 2018
Total AUM$150.6M
Discretionary$0
Non-Disc.$150.6M
Employees2
Clients0
DateFeb 2017
Total AUM$147.4M
Discretionary$0
Non-Disc.$147.4M
Employees2
Clients11
DateMar 2016
Total AUM$153.6M
Discretionary$0
Non-Disc.$153.6M
Employees2
Clients11
DateMar 2015
Total AUM$154.9M
Discretionary$0
Non-Disc.$154.9M
Employees2
Clients11
DateMar 2014
Total AUM$139.6M
Discretionary$0
Non-Disc.$139.6M
Employees2
Clients11
DateFeb 2013
Total AUM$152M
Discretionary$0
Non-Disc.$152M
Employees2
Clients11
DateFeb 2012
Total AUM$151.6M
Discretionary$0
Non-Disc.$151.6M
Employees1
Clients11
DateApr 2011
Total AUM$120M
Discretionary$0
Non-Disc.$120M
Employees5
Clients--
DateMar 2011
Total AUM$120M
Discretionary$0
Non-Disc.$120M
Employees5
Clients--