PRIVATE PORTFOLIOS, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $293.5M |
| Discretionary | $293.5M100% of AUM |
| Client Accounts | 454 |
| Avg Account Size | $646K |
| Employees | 3 |
| Peak AUM | $293.5MJan 2026 |
| AUM CAGR | +11.3% /yrover 9 yrs · 20 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $293M | +6.3% | +9.9% | +8.0% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $293.5M |
| Discretionary | $293.5M |
| Employees | 3 |
| Client Accounts | 454 |
| Client Range | 11-25 |
Contact & Location
Address
424 NORTH SAN MATEO DRIVE
SAN MATEO CA 94401-2491
Phone
650-548-9800
Filing History
20 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$293M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported