Private Portfolio Of San Diego

Private Portfolio Of San Diego (CRD# 36644) is a financial advisory firm headquartered in La Jolla, CA. They manage $56,816,127 in 75 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $757,548
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

AZ, CA, FL, TX

Financial Advisors at Private Portfolio Of San Diego
Showing 1 - 7 of 7 top financial advisors.
1
Daniel Barba
CRD#: 1348124
405 Fifth Ave. S., Suite 7a, Naples, FL 34102
93
Wealthminder
score

Daniel Barba (CRD# 1348124) is an Investment Advisor Representative working at Private Portfolio Of San Diego in Naples, FL and has over 19 years of experience in the finance industry.

2
David G. Marshall
CRD#: 1811026
7534 La Jolla Blvd, La Jolla, CA 92037
93
Wealthminder
score

David Marshall (CRD# 1811026) is an Investment Advisor Representative working at Private Portfolio Of San Diego in La Jolla, CA and has over 29 years of experience in the finance industry.

3
Paul E. Muller
CRD#: 2489294
The Woodlands, TX
93
Wealthminder
score

Paul Muller (CRD# 2489294) is an Investment Advisor Representative working at Private Portfolio Of San Diego in The Woodlands, TX and has over 22 years of experience in the finance industry.

4
Eduardo P. Tovar
CRD#: 2349510
405 Fifth Ave. S., Suite 7a, Naples, FL 34102
93
Wealthminder
score

Eduardo Tovar (CRD# 2349510) is an Investment Advisor Representative working at Private Portfolio Of San Diego in Naples, FL and has over 23 years of experience in the finance industry.

5
Hermann S. Vonbertrab
CRD#: 1615490
9901 Ih-10 West Suite 800, San Antonio, TX 78230
93
Wealthminder
score

Hermann Vonbertrab (CRD# 1615490) is an Investment Advisor Representative working at Private Portfolio Of San Diego in San Antonio, TX and has over 31 years of experience in the finance industry.

6
Mateo Desola
CRD#: 2801547
Coral Gables, FL
73
Wealthminder
score

Mateo Desola (CRD# 2801547) is an Investment Advisor Representative working at Private Portfolio Of San Diego in Coral Gables, FL and has over 18 years of experience in the finance industry.

7
Luis A. Ortiz
CRD#: 1540042
4491 S. Jasmine Ave, Yuma, AZ 85365
71
Wealthminder
score

Luis Ortiz (CRD# 1540042) is an Investment Advisor Representative working at Private Portfolio Of San Diego in Yuma, AZ and has over 31 years of experience in the finance industry.

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