Personal Portfolio Management, Inc.

Personal Portfolio Management, Inc. (CRD# 140975) is a financial advisory firm headquartered in Jupiter, FL. They manage $149,794,124 in 16 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    150
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $9,362,133
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Personal Portfolio Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Donald J. Campagna
CRD#: 1059867
1405 N Alternate Aia, Ste. 1, Jupiter, FL 33469

Donald Campagna (CRD# 1059867) is an Investment Advisor Representative working at Personal Portfolio Management, Inc. in Jupiter, FL and has over 34 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.