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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| TOVAR, EDUARDO P JR | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| TOVAR, EDUARDO P JR | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| TOVAR, EDUARDO P JR | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| TOVAR, EDUARDO P JR | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| TOVAR, EDUARDO P JR | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| TOVAR, EDUARDO P JR | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| TOVAR, EDUARDO P JR | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| TOVAR, EDUARDO P JR | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| TOVAR, EDUARDO P JR | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| TOVAR, EDUARDO P JR | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| TOVAR, EDUARDO P JR | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| TOVAR, EDUARDO P JR | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| TOVAR, EDUARDO P JR | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| VONBERTRAB, HERMANN SCHOTT | I | VICE PRESIDENT | NA | Control |
| VONBERTRAB, HERMANN SCHOTT | I | VICE PRESIDENT | NA | Control |
| VONBERTRAB, HERMANN SCHOTT | I | VICE PRESIDENT | NA | Control |
| VONBERTRAB, HERMANN SCHOTT | I | VICE PRESIDENT | NA | Control |
| VONBERTRAB, HERMANN SCHOTT | I | VICE PRESIDENT | NA | Control |
| VONBERTRAB, HERMANN SCHOTT | I | VICE PRESIDENT | NA | Control |
| VONBERTRAB, HERMANN SCHOTT | I | VICE PRESIDENT | NA | Control |
| VONBERTRAB, HERMANN SCHOTT | I | VICE PRESIDENT | NA | Control |
| VONBERTRAB, HERMANN SCHOTT | I | VICE PRESIDENT | NA | Control |
| VONBERTRAB, HERMANN SCHOTT | I | VICE PRESIDENT | NA | Control |
| VONBERTRAB, HERMANN SCHOTT | I | VICE PRESIDENT | NA | Control |
| VONBERTRAB, HERMANN SCHOTT | I | VICE PRESIDENT | NA | Control |
| VONBERTRAB, HERMANN SCHOTT | I | VICE PRESIDENT | NA | Control |
| BARBA, DANIEL | I | PRESIDENT, SOLE OWNER | E | Control |
| BARBA, DANIEL | I | PRESIDENT, SOLE OWNER | E | Control |
| BARBA, DANIEL | I | PRESIDENT, SOLE OWNER | E | Control |
| BARBA, DANIEL | I | PRESIDENT, SOLE OWNER | E | Control |
| BARBA, DANIEL | I | PRESIDENT, SOLE OWNER | E | Control |
| BARBA, DANIEL | I | PRESIDENT, SOLE OWNER | E | Control |
| BARBA, DANIEL | I | PRESIDENT, SOLE OWNER | E | Control |
| BARBA, DANIEL | I | PRESIDENT, SOLE OWNER | E | Control |
| BARBA, DANIEL | I | PRESIDENT, SOLE OWNER | E | Control |
| BARBA, DANIEL | I | PRESIDENT, SOLE OWNER | E | Control |
| BARBA, DANIEL | I | PRESIDENT, SOLE OWNER | E | Control |
| BARBA, DANIEL | I | PRESIDENT, SOLE OWNER | E | Control |
| BARBA, DANIEL | I | PRESIDENT, SOLE OWNER | E | Control |
Registrations
Federal
IA
Mar 29, 2012 REGISTERED
Notice Filings (4)
CA FL PA TX
Address
7534 LA JOLLA BLVDLA JOLLA, CA 92037
United States
Phone: 858-551-2071