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Private Portfolio Of San Diego, Inc. (La Jolla)


Private Portfolio Of San Diego, Inc. is an adviser based in La Jolla. It manages $68.2 million of regulatory assets for 74 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California, Florida, Pennsylvania, and Texas.

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Private Portfolio Of San Diego provides portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Private Portfolio Of San Diego: assets under management

The assets under management (AUM) of Private Portfolio Of San Diego, Inc. is $68.2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 113% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $68.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $921.67 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Private Portfolio Of San Diego, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in La Jolla

The principal office where Private Portfolio Of San Diego, Inc. performs its advisory services is located at 7534 La Jolla Blvd, La Jolla, CA 92037, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 858-551-2071 or by fax 858-551-2072. The normal business hours are 6:30 - 03:00 on Monday - Friday. You can find more information about the New York firm at www.privateportfolio.com.


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