Private Portfolios, Inc.
Private Portfolios, Inc. is an SEC-registered wealth manager in San Mateo, CA with $293.5M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Private Portfolios, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 111905, SEC 801-110209, data through 2026-01-15.
- AUM (assets under management / regulatory AUM)
- $293.5M (2026-01-15)
- Firm type
- Wealth Manager
- Location
- San Mateo, CA
- Employees
- 3
- Clients
- 267
- CRD
- 111905
- Ownership
- BINN, ROBERT, FLOYD; BINN, DANIEL, BRIAN
How much AUM does Private Portfolios, Inc. have?
Private Portfolios, Inc. reported $293.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-15).
Who owns Private Portfolios, Inc.?
Disclosed owners and executives of Private Portfolios, Inc. include BINN, ROBERT, FLOYD, BINN, DANIEL, BRIAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.