Investment adviser · CRD 140975
PERSONAL PORTFOLIO MANAGEMENT, INC.
Investment adviser filing (IA)
JUPITER, FL, United States · Form ADV filed Jul 13, 2020
- Regulatory AUM
- $150M Form ADV · Item 5.F
- Client accounts
- 16 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 12 | $149,139,227 | 99.6% |
| Individuals | Fewer than 5 | $654,897 | 0.4% |
Filing source
Form ADV 1439256 · Jul 13, 2020 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 13, 2020. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1405 N ALTERNATE AIA, STE. 1JUPITER, FL, 33469, United States
CRD 140975
Filing source
Form ADV 1439256 · Jul 13, 2020 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.