Private Portfolio Partners is an investment advisor in Paramus with $871.04 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
461035721
SEC advisor number
801-81108
FINRA CRD number
165616
AUM ?
$899.94 mm
(as of 26 Mar 24)
Accounts
2,238
(as of 26 Mar 24)
Employees
28
(19 investment advisory or research)
Address
Private Portfolio Partners
461 FROM ROAD
3RD FLOOR
PARAMUS
NJ 07652
461 FROM ROAD
3RD FLOOR
PARAMUS
NJ 07652
Phone
2019396644
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
14 Mar 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
14 Mar 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
14 Mar 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
14 Mar 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
14 Mar 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
14 Mar 23