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- Custodian
- Pershing
- Clients
- Retail
- Platforms
- Ridge zenithVector horizon +more
- Established Date
- 12-02-1994
- Office Locations
- 4
Office Locations
About Private Portfolio, Inc.
Private Portfolio, Inc. is an independent RIA (est. 1994) providing customized wealth and asset management focused on long-term client relationships. The firm highlights expertise in international markets and an emphasis on risk management; public filings indicate portfolios spanning equities, ETFs, mutual funds, and fixed income. Assets are custodied and cleared through BNY Pershing.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DANIEL BARBA
Advisor, VICE PRESIDENT
- CRD
- #1348124
- Ownership
- 75% or more
EDUARDO P TOVAR JR
Chief Compliance Officer, Managing Director, President
- CRD
- #2349510
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JUAN PABLO ALATORRE BOSTROEM
Financial Advisor
- CRD
- #6451418
Grant Corydon Barba
--
- CRD
- #7505426
Element frontier
Foundation vital
- CRD
- #68380
Showing 2 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,000,000 | $921,668 |
| Non-Discretionary | $0 | -- |
| Total | $50,000,000 | $921,668 |
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Separately Managed Accounts
Total SMA Asset: $50,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,801,749,813 | 24.9% |
| Equity - Exchange | $615,055,157 | 8.5% |
| Public Funds | $2,604,939,488 | 36.0% |
| Cash | $665,706,758 | 9.2% |
| Corporate - Investment Grade | $1,034,739,852 | 14.3% |
| U.S. Government/Agency | $513,751,955 | 7.1% |
| Total | $7,235,943,023 | 100.0% |