Personal Portfolio Management, Inc.

Personal Portfolio Management, Inc. (CRD# 140975) is a financial advisory firm headquartered in Fort Lauderdale, FL. They manage $153,576,762 in 17 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    154
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $9,033,927
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
800 West Cypress Creek Rd., Ste. 340, Fort Lauderdale, FL 33309
86
Wealthminder
score

Donald Campagna (CRD# 1059867) is an Investment Advisor Representative working at Personal Portfolio Management, Inc. in Fort Lauderdale, FL and has over 30 years of experience in the finance industry. Donald Campagna has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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