Private Portfolio Of San Diego, Inc.
Private Portfolio Of San Diego, Inc. is an SEC-registered ria with $68.2M assets under management (AUM, regulatory AUM), -4% over one year. See who owns Private Portfolio Of San Diego, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 36644, data through 2012-06-06.
- AUM (assets under management / regulatory AUM)
- $68.2M (2012-06-06)
- Firm type
- Ria
- CRD
- 36644
- Ownership
- TOVAR, EDUARDO P JR; VONBERTRAB, HERMANN SCHOTT; BARBA, DANIEL
How much AUM does Private Portfolio Of San Diego, Inc. have?
Private Portfolio Of San Diego, Inc. reported $68.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2012-06-06).
Who owns Private Portfolio Of San Diego, Inc.?
Disclosed owners and executives of Private Portfolio Of San Diego, Inc. include TOVAR, EDUARDO P JR, VONBERTRAB, HERMANN SCHOTT, BARBA, DANIEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.