PRIVATE PORTFOLIOS, INC.
Adviser information for PRIVATE PORTFOLIOS, INC. last updated from Form ADV on February 2nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 3 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 486 | $236.5M |
| Non-Discretionary | 0 | $0 |
| Total | 486 | $236.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 212 | $100.2M |
| HNW Individuals | 79 | $126.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 8 | $9.8M |
| Charitable organizations | <5 | $218,693 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 18 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMHourly charges |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 236.5M |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| WEALTH MANAGEMENT PLATFORM | VISION2020 WEALTH MANAGEMENT CORP. |
Identifiers
| SEC RIA File Number | 801-110209 |
|---|---|
| SEC ERA File Number | 801-110209 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 111905 |
| Legal Entity Identifier | None |
Principal Office
424 NORTH SAN MATEO DRIVESUITE 200
SAN MATEO
CA
United States
Monday - Friday, 8:30 AM TO 5:00 PM
Tel: 650-548-9800, Fax: 650-548-9882
Chief Compliance Officer
ROBERT F. BINN
PRESIDENT
424 NORTH SAN MATEO DRIVE
SUITE 200
SAN MATEO
CA
United States
Tel:
650-548-9800
Fax:
650-548-9882
B**@********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BINN, ROBERT, FLOYD | Individual | – | PRESIDENT / CHIEF COMPLIANCE OFFICER | 08/1984 | > 75% |
| BINN, DANIEL, BRIAN | Individual | – | VICE PRESIDENT | 02/2002 | 10-25% |