RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jul 13, 2020
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CAMPAGNA, DONALD, JOHNIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
CAMPAGNA, DONALD, JOHNIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
CAMPAGNA, DONALD, JOHNIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
CAMPAGNA, DONALD, JOHNIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
CAMPAGNA, DONALD, JOHNIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
CAMPAGNA, DONALD, JOHNIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
CAMPAGNA, DONALD, JOHNIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
CAMPAGNA, DONALD, JOHNIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
CAMPAGNA, DONALD, JOHNIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
CAMPAGNA, DONALD, JOHNIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
CAMPAGNA, DONALD, JOHNIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
CAMPAGNA, DONALD, JOHNIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
CAMPAGNA, DONALD, JOHNIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Jul 13, 2020 REGISTERED

Notice Filings (1)

FL

Address

1405 N ALTERNATE AIA
STE. 1
JUPITER, FL 33469
United States
Phone: 561-250-6631