Private Portfolio Of San Diego

Private Portfolio Of San Diego (CRD# 36644) is a financial advisory firm headquartered in La Jolla, CA. They manage $88,500,000 in 91 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
7816 Ivanhoe Ave Ste 10, La Jolla, CA 92037
http://www.privateportfolio.com
By the Numbers
  • Total Assets Under Management
    89
    MILLION
  • Total Number of Accounts
    91
    ACCOUNTS
  • Average Account Value
    $972,527
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
The map below shows states where this firm has explicit registration only.

CA, FL, TX

Financial Advisors at Private Portfolio Of San Diego
Showing 1 - 8 of 8 top financial advisors.
1
Daniel Barba, financial advisor La Jolla CA
Daniel Barba
CRD#: 1348124
7534 La Jolla Blvd., , La Jolla, CA 92037

Daniel Barba (CRD# 1348124) is an Investment Advisor Representative working at Private Portfolio Of San Diego in La Jolla, CA and has over 25 years of experience in the finance industry.

2
David Marshall, financial advisor La Jolla CA
David G. Marshall
CRD#: 1811026
7816 Ivanhoe Ave Ste 10, La Jolla, CA 92037

David Marshall (CRD# 1811026) is an Investment Advisor Representative working at Private Portfolio Of San Diego in La Jolla, CA and has over 35 years of experience in the finance industry.

3
Paul Muller, financial advisor La Jolla CA
Paul E. Muller
CRD#: 2489294
7534 La Jolla Blvd, La Jolla, CA 92037

Paul Muller (CRD# 2489294) is an Investment Advisor Representative working at Private Portfolio Of San Diego in La Jolla, CA and has over 28 years of experience in the finance industry.

4
Eduardo Tovar, financial advisor La Jolla CA
Eduardo P. Tovar
CRD#: 2349510
7534 La Jolla Blvd, La Jolla, CA 92037

Eduardo Tovar (CRD# 2349510) 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.

5
Hermann Vonbertrab, financial advisor La Jolla CA
Hermann S. Vonbertrab
CRD#: 1615490
7816 Ivanhoe Ave Ste 10, La Jolla, CA 92037

Hermann Vonbertrab (CRD# 1615490) is an Investment Advisor Representative working at Private Portfolio Of San Diego in La Jolla, CA and has over 37 years of experience in the finance industry.

6
Grant Barba, financial advisor La Jolla CA
Grant C. Barba
CRD#: 7505426
7816 Ivanhoe Ave Ste 10, La Jolla, CA 92037

Grant Barba (CRD# 7505426) is an Investment Advisor Representative working at Private Portfolio Of San Diego in La Jolla, CA and has 1 year of experience in the finance industry.

7
Ricardo De La Garza Emerich, financial advisor La Jolla CA
Ricardo De La Garza Emerich
CRD#: 4246723
7816 Ivanhoe Ave Ste 10, La Jolla, CA 92037

Ricardo De La Garza Emerich (CRD# 4246723) is an Investment Advisor Representative working at Private Portfolio Of San Diego in La Jolla, CA and has over 19 years of experience in the finance industry.

8
William Greenwald, financial advisor Chula Vista CA
William C. Greenwald
CRD#: 1537372
333 H Street, Suite 5000, Chula Vista, CA 91910

William Greenwald (CRD# 1537372) is an Investment Advisor Representative working at Private Portfolio Of San Diego in Chula Vista, CA and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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