Investment adviser · CRD 36644

PRIVATE PORTFOLIO OF SAN DIEGO

Investment adviser filing (IA)

PRIVATE PORTFOLIO, INC.

LA JOLLA, CA, United States · Form ADV filed Jun 6, 2012

Regulatory AUM
$68.2M
Form ADV · Item 5.F
Client accounts
74
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The 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: Jun 6, 2012. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

7534 LA JOLLA BLVD
LA JOLLA, CA, 92037, United States

CRD 36644

Filing source

Form ADV 651315 · Jun 6, 2012 · 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.