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Building 2PERSONAL PORTFOLIO MANAGEMENT, INC.

Map pinJUPITER, FL
Phone561-250-6631
NotebookSEC #801-72259
Total AUM
$149.8M
Employees
2
Clients
13

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1405 N ALTERNATE AIA
STE. 1
JUPITER
FL 33469
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
561-250-6631

ReceiptFinancials

Total AUM
$149.8M
Accounts
16
Discretionary
$0
Accounts
0
Non-Discretionary
$149.8M
Accounts
16

ContactClients

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Individual Clients
1
AUM
$654.9K
HNW Individual Clients
12
AUM
$149.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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