MY PORTFOLIO GUIDE, LLC
CRD #153188 SEC #801-129775 SEAL BEACH, CA (562)799-5595
SEC Registered
Total AUM
$142.5M
Discretionary
$142.5M
Employees
2
Clients
51
Accounts
408
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $142.5M | $142.5M | $0 | 2 | 6 |
| Feb 2024 | $114.1M | $114.1M | $28K | 2 | 5 |
DateFeb 2025
Total AUM$142.5M
Discretionary$142.5M
Non-Disc.$0
Employees2
Clients6
DateFeb 2024
Total AUM$114.1M
Discretionary$114.1M
Non-Disc.$28K
Employees2
Clients5