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Building 2PRIVATE PORTFOLIOS, INC.

Map pinSAN MATEO, CA
Phone650-548-9800
NotebookSEC #801-110209
Total AUM
$293.5M
Employees
3
Clients
268

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
424 NORTH SAN MATEO DRIVE
SUITE 200
SAN MATEO
CA 94401-2491
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
650-548-9800

ReceiptFinancials

Total AUM
$293.5M
Accounts
454
Discretionary
$293.5M
Accounts
454
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
175
AUM
$109.3M
HNW Individual Clients
84
AUM
$180.8M
Pension/Profit Sharing Plan Clients
8
AUM
$2.7M
Charitable Organization Clients
1
AUM
$593K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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