SEC Form ADV

PRIVATE PORTFOLIOS, INC.

Firm profile: Private Portfolios — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserCA
$293.5M
Assets Under Management
3
Employees
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Registration Details

Accession
crd-111905
Location
SAN MATEO, CA
Filing Date
September 2, 2026
AUM
$293.5M
Institutional Clients
8
Employees
3
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable Organizations

About this Adviser

PRIVATE PORTFOLIOS, INC. is a registered investment adviser headquartered in SAN MATEO, CA, managing approximately $293.5M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.