RIA Intel›Advisers›Florida›PERSONAL PORTFOLIO MANAGEMENT, INC.

PERSONAL PORTFOLIO MANAGEMENT, INC.

Advisory

N·JUPITER, FL

Data as of Jul 13, 2020 · Source: SEC Form ADV

Total AUM
$150M
1-Year AUM Growth
+3.7%
3-Year CAGR
+0.5%
Employees
1
Assets Under Management
Total AUM$150M
Discretionary AUM$0
Non-Discretionary AUM$150M
Discretionary %0%
Total Clients—
Team
Total Employees1
Investment Advisers2
Employee Growth (1Y)—
Filing History
Total Filings on Record13
First FilingMar 28, 2011
Latest FilingJul 13, 2020
🔒 Full AUM trend chart and 13 historical filings spanning 9+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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