$293.5M Total AUM
$293.5M Disc. AUM
10.2% 3Y CAGR
3 Employees
267 ADV. Clients
41 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-01-1984
- Office Locations
- 1
Office Locations
424 N. SAN Mateo Drive Suite 200 SAN Mateo CA
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.
Team overview
44 AVG AGE
$146.7M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
27.2 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
41yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
ROBERT FLOYD BINN
President
- CRD
- #21697
- Ownership
- 75% or more
Available
Available
Available
DANIEL BRIAN BINN
Managing Partner, VICE PRESIDENT
- CRD
- #2378500
- Ownership
- 10% but less than 25%
Available
Available
Available
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MARK TRACY FLOWERS
--
- CRD
- #5717806
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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