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).

By the Numbers
  • Total Assets Under Management
    825
    MILLION
  • Total Number of Accounts
    2,643
    ACCOUNTS
  • Average Account Value
    $312,240
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DE, FL, GA, LA, MA, MD, NC, NE, NH, NJ, NY, OH, PA, SC, TX, VA, WI

Financial Advisors at Private Portfolio Partners, LLC
Showing 1 - 10 of 18 top financial advisors.
1
Said Abouomar
CRD#: 2487554
461 From Road, Suite 385, Paramus, NJ 07652

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.

2
Romil Bhagat
CRD#: 2150099
461 From Road, Suite 385, Paramus, NJ 07652

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.

3
Michael P. Capriotti
CRD#: 4533812
1028 E. Landis Avenue, Vineland, NJ 08360

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.

4
Anindita Dhar
CRD#: 1758764
960 Holmdel Road, Building 2, Floor 1, Holmdel, NJ 07733

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.

5
Ralph Franzese
CRD#: 4842509
461 From Road, Suite 385, Paramus, NJ 07652

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.

6
George A. Jenkins
CRD#: 2154229
461 From Road, Suite 385, Paramus, NJ 07652

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.

7
Paul D. Jetter
CRD#: 1077783
960 Holmdel Road, Building #2, Floor #1, Holmdel, NJ 07733

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.

8
Theresa A. Kohles
CRD#: 3108519
361 Clinton Ave, Wyckoff, NJ 07481

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.

9
James W. Leong
CRD#: 6652794
30 Columbia Turnpike, Suite 101, Florham Park, NJ 07932

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.

10
Donald J. Link
CRD#: 4158860
30 Columbia Turnpike, Suite 101, Florham Park, NJ 07932

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.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.