My Portfolio Guide, LLC
● SEC registered since 2024CRD 153188SEC# 801-129775Seal Beach, CA
Reg. AUM
$201M
Employees
2
Accounts
653
Location
Seal Beach, CA
My Portfolio Guide, LLC assets under management
My Portfolio Guide, LLC is an SEC-registered investment adviser based in Seal Beach, CA. The firm has been registered since 2024. It reports $201 million in regulatory assets under management and employs 2 people.
My Portfolio Guide, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Vladimir Matthew Pixa Control | Managing Member/Chief Compliance Officer | Over 75% | 2010 |
Frequently asked questions
How much does My Portfolio Guide, LLC manage?
My Portfolio Guide, LLC reports $201 million in regulatory assets under management on its Form ADV.
How many employees does My Portfolio Guide, LLC have?
My Portfolio Guide, LLC reports 2 employees.
Where is My Portfolio Guide, LLC located?
My Portfolio Guide, LLC is based in Seal Beach, CA and has been SEC-registered since 2024.
Does My Portfolio Guide, LLC disclose fund performance?
My Portfolio Guide, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3020 Old Ranch Parkway, Suite 300, Seal Beach, CA 90740 |
| Phone | (562)799-5595 |
| Office hours | 7:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$201M▲ 41%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$201Mregulatory AUM
Discretionary $201M