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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 26, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PIXA, VLADIMIR, MATTHEW | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| PIXA, VLADIMIR, MATTHEW | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 26, 2025 REGISTERED
Notice Filings (2)
CA TX
Address
3020 OLD RANCH PARKWAYSUITE 300
SEAL BEACH, CA 90740
United States
Phone: (562)799-5595