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- Custodian
- Fidelity/NFS ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-01-1984
- Office Locations
- 1
Office Locations
About Private Portfolios, Inc.
Private Portfolios Inc. is a San Mateo, CA wealth management firm providing tailored financial planning and portfolio management for individuals and families, aligning strategies to goals, life transitions, and risk tolerance. Led by managing partners Bob and Dan Binn with CFP support, the firm commonly custodians assets through Fidelity/NFS and Vanguard.
Reported data analysis
What the numbers show
Between February 21, 2025 and January 15, 2026, reported AUM increased 6.3%, from $276.1M to $293.5M.
Across 5 reported observations, AUM increased 27.8% between August 19, 2022 and January 15, 2026, from $229.6M to $293.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 267 clients, or 133.5 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 1 reported office location and 42 years in operation. The source data was last updated on January 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Private Portfolios, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ROBERT FLOYD BINN
President
- CRD
- #21697
- Ownership
- 75% or more
DANIEL BRIAN BINN
Managing Partner, VICE PRESIDENT
- CRD
- #2378500
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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MARK TRACY FLOWERS
--
- CRD
- #5717806
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $293,473,879 | $646,418 |
| Non-Discretionary | $0 | -- |
| Total | $293,473,879 | $646,418 |
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Separately Managed Accounts
SMA allocation detail is available
Private Portfolios, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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