Private Portfolios, Inc.

Private Portfolios, Inc. (CRD# 111905) is a financial advisory firm headquartered in San Mateo, CA. They manage $236,545,928 in 486 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
424 North San Mateo Drive, Suite 200, San Mateo, CA 94401
http://www.privateportfolios.com
By the Numbers
  • Total Assets Under Management
    237
    MILLION
  • Total Number of Accounts
    486
    ACCOUNTS
  • Average Account Value
    $486,720
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Private Portfolios, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Daniel Binn, financial advisor San Mateo CA
Daniel B. Binn
CRD#: 2378500
424 N. San Mateo Drive, Suite 200, San Mateo, CA 94401

Daniel Binn (CRD# 2378500) is an Investment Advisor Representative working at Private Portfolios, Inc. in San Mateo, CA and has over 30 years of experience in the finance industry.

2
Robert Binn, financial advisor San Mateo CA
Robert F. Binn
CRD#: 21697
424 N. San Mateo Drive, Suite 200, San Mateo, CA 94401

Robert Binn (CRD# 21697) is an Investment Advisor Representative working at Private Portfolios, Inc. in San Mateo, CA and has over 44 years of experience in the finance industry.

3
Mark Flowers, financial advisor San Mateo CA
Mark T. Flowers
CRD#: 5717806
424 N San Mateo Dr, Ste 200, San Mateo, CA 94401

Mark Flowers (CRD# 5717806) is an Investment Advisor Representative working at Private Portfolios, Inc. in San Mateo, CA and has over 14 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.

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