PRIVATE PORTFOLIO, INC.
Legal name: PRIVATE PORTFOLIO OF SAN DIEGO
CRD #36644 SEC #801-69346 LA JOLLA, CA 858-551-2071
SEC Registered Broker-Dealer
Total AUM
$68.2M
Discretionary
$68.2M
Employees
6
Clients
51
Accounts
74
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $68.2M | $68.2M | $0 | 6 | 26 |
| May 2012 | $68.2M | $68.2M | $0 | 6 | 26 |
| May 2012 | $68.2M | $68.2M | $0 | 6 | 26 |
| Apr 2012 | $68.2M | $68.2M | $0 | 6 | 26 |
| Mar 2012 | $68.2M | $68.2M | $0 | 6 | 26 |
| Mar 2012 | $68.2M | $68.2M | $0 | 6 | 26 |
| Mar 2012 | $68.2M | $68.2M | $0 | 6 | 26 |
| Mar 2012 | $68.2M | $68.2M | $0 | 6 | 26 |
| Jan 2012 | $68.2M | $68.2M | $0 | 6 | 26 |
| Mar 2011 | $71.3M | $71.3M | $0 | 10 | -- |
| Feb 2011 | $71.3M | $71.3M | $0 | 10 | -- |
| Feb 2009 | $52.5M | $52.5M | $0 | 10 | -- |
DateJun 2012
Total AUM$68.2M
Discretionary$68.2M
Non-Disc.$0
Employees6
Clients26
DateMay 2012
Total AUM$68.2M
Discretionary$68.2M
Non-Disc.$0
Employees6
Clients26
DateMay 2012
Total AUM$68.2M
Discretionary$68.2M
Non-Disc.$0
Employees6
Clients26
DateApr 2012
Total AUM$68.2M
Discretionary$68.2M
Non-Disc.$0
Employees6
Clients26
DateMar 2012
Total AUM$68.2M
Discretionary$68.2M
Non-Disc.$0
Employees6
Clients26
DateMar 2012
Total AUM$68.2M
Discretionary$68.2M
Non-Disc.$0
Employees6
Clients26
DateMar 2012
Total AUM$68.2M
Discretionary$68.2M
Non-Disc.$0
Employees6
Clients26
DateMar 2012
Total AUM$68.2M
Discretionary$68.2M
Non-Disc.$0
Employees6
Clients26
DateJan 2012
Total AUM$68.2M
Discretionary$68.2M
Non-Disc.$0
Employees6
Clients26
DateMar 2011
Total AUM$71.3M
Discretionary$71.3M
Non-Disc.$0
Employees10
Clients--
DateFeb 2011
Total AUM$71.3M
Discretionary$71.3M
Non-Disc.$0
Employees10
Clients--
DateFeb 2009
Total AUM$52.5M
Discretionary$52.5M
Non-Disc.$0
Employees10
Clients--