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Building 2PRIVATE PORTFOLIO PARTNERS, LLC

Map pinPARAMUS, NJ
Phone201-939-6644
NotebookSEC #801-81108
Total AUM
$1.1B
Employees
28
Clients
1,537

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
461 FROM ROAD
SUITE 385
PARAMUS
NJ 07652
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
201-939-6644
Other Offices
15

ReceiptFinancials

Total AUM
$1.1B
Accounts
2,652
Discretionary
$1B
Accounts
2,642
Non-Discretionary
$4.1M
Accounts
10

ContactClients

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Individual Clients
1,045
AUM
$384.1M
HNW Individual Clients
195
AUM
$533.7M
Pension/Profit Sharing Plan Clients
3
AUM
$3.7M
Corporation or Business Clients
4
AUM
$5.3M
Other Clients
290
AUM
$126.5M
Description of Other Clients
OTHER

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
SOLICITATION/REFERRAL AND CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDEFLGALAMAMDNCNENHNJNYOHPASCTXVAWI

HandshakeAffiliates

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

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