Private Portfolio Partners, LLC
Private Portfolio Partners, LLC (CRD# 165616) is a financial advisory firm headquartered in Paramus, NJ. They manage $825,250,610 in 2,643 accounts and serve the financial needs of clients across 21 states (or territories).
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Total Assets Under Management825MILLION
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Total Number of Accounts2,643ACCOUNTS
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Average Account Value$312,240
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, CT, DE, FL, GA, LA, MA, MD, NC, NE, NH, NJ, NY, OH, PA, SC, TX, VA, WI
Said Abouomar (CRD# 2487554) is an Investment Advisor Representative working at Private Portfolio Partners, LLC in Paramus, NJ and has over 29 years of experience in the finance industry. Said Abouomar 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.
Romil Bhagat (CRD# 2150099) is an Investment Advisor Representative working at Private Portfolio Partners, LLC in Paramus, NJ and has over 31 years of experience in the finance industry.
Michael Capriotti (CRD# 4533812) is an Investment Advisor Representative working at Private Portfolio Partners, LLC in Vineland, NJ and has over 21 years of experience in the finance industry.
Anindita Dhar (CRD# 1758764) is an Investment Advisor Representative working at Private Portfolio Partners, LLC in Holmdel, NJ and has over 26 years of experience in the finance industry. Anindita Dhar 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.
Ralph Franzese (CRD# 4842509) is an Investment Advisor Representative working at Private Portfolio Partners, LLC in Paramus, NJ and has over 19 years of experience in the finance industry.
George Jenkins (CRD# 2154229) is an Investment Advisor Representative working at Private Portfolio Partners, LLC in Paramus, NJ and has over 26 years of experience in the finance industry.
Paul Jetter (CRD# 1077783) is an Investment Advisor Representative working at Private Portfolio Partners, LLC in Holmdel, NJ and has over 35 years of experience in the finance industry. Paul Jetter 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.
Theresa Kohles (CRD# 3108519) is an Investment Advisor Representative working at Private Portfolio Partners, LLC in Wyckoff, NJ and has over 25 years of experience in the finance industry.
James Leong (CRD# 6652794) is an Investment Advisor Representative working at Private Portfolio Partners, LLC in Florham Park, NJ and has over 7 years of experience in the finance industry.
Donald Link (CRD# 4158860) is an Investment Advisor Representative working at Private Portfolio Partners, LLC in Florham Park, NJ and has over 23 years of experience in the finance industry.