Private Portfolio of San Diego

Overview

Private Portfolio of San Diego is a small, privately held wealth firm organized as a corporation that serves individual and family clients with portfolio management for individuals and small businesses. The firm operates as a broker-dealer and charges advisory fees as a percentage of assets under management. Ownership is held by an individual principal and the firm’s publicly reported profile is classified as unclassified. The firm is state-registered in California, Florida and Texas and maintains a concentrated client base focused on private individuals and families rather than institutions. The firm does not identify as an active ESG investor and does not act as a capital allocator in the sense of running its own third‑party fund platforms.

Assets & Accounts

Investments & Alternatives

Location & Offices