Private Portfolios, Inc.
● SEC registered since 2017CRD 111905SEC# 801-110209San Mateo, CA
Reg. AUM
$293.5M
Employees
3
Accounts
454
Location
San Mateo, CA
Private Portfolios, Inc. assets under management
Private Portfolios, Inc. is an investment advisory firm registered with the SEC based in San Mateo, CA. The firm has been registered since 2017. It reports $293.5 million in regulatory assets under management and employs 3 people.
Private Portfolios, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Brian Binn Control | Vice President | 10-25% | 2002 |
| Daniel Brian Binn Control | Chief Compliance Officer | 10-25% | 2026 |
| Robert Floyd Binn Control | President | Over 75% | 1984 |
Frequently asked questions
How much does Private Portfolios, Inc. manage?
Private Portfolios, Inc. reports $293.5 million in regulatory assets under management on its Form ADV.
How many employees does Private Portfolios, Inc. have?
Private Portfolios, Inc. reports 3 employees.
Where is Private Portfolios, Inc. located?
Private Portfolios, Inc. is based in San Mateo, CA and has been SEC-registered since 2017.
Does Private Portfolios, Inc. disclose fund performance?
Private Portfolios, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 424 North San Mateo Drive, Suite 200, San Mateo, CA 94401-2491 |
| Phone | 650-548-9800 |
| Fax | 650-548-9882 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$293.5M▲ 6%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$293.5Mregulatory AUM
Discretionary $293.5M