Daniel
Binn

Private Portfolios, Inc

CRD#2378500
Investment Advisor
in San Mateo, CA

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About this Advisor

Daniel Binn is a financial advisor based in San Mateo, California, working with Private Portfolios, Inc. Daniel has previously held positions at Private Portfolios, Securities America, Inc, and Osaic Wealth, Inc. Daniel has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Texas. Currently, Daniel is part of Private Portfolios, Inc, which operates out of San Mateo, California. The firm has 4 employees and manages assets totaling $236.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Private Portfolios, Inc includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

424 N. San Mateo Drive Suite 200
San Mateo, CA 94401

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Private Portfolios, Inc Brokerage Details

Total Assets Under Management

$236,545,928

CA Average: $7,578,581,321
Total Number of Employees

4

CA Average: 43
Total Number of Accounts

486

CA Average: 3,727
Average Account Size

$486,720

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Daniel Binn Work History

2024 - Present (0 year)

Osaic Wealth, Inc

2002 - Present (22 years)

Private Portfolios

2000 - Present (24 years)

Securities America, Inc

2000 - Present (24 years)

Private Portfolios

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Daniel Binn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Private Portfolios, Inc

Mark Flowers
San Mateo, CA
Daniel Binn
San Mateo, CA
Robert Binn
San Mateo, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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