Robert
Binn

Private Portfolios, Inc

CRD#21697
Investment Advisor
in San Mateo, CA

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About this Advisor

Robert Binn is a financial advisor who works in San Mateo, California with a total of 30 years of industry experience. Binn is an advisor for Private Portfolios, Inc. Throughout their career, Binn has worked at Private Port Folios Inc, Securities America, Inc and Bob Binn (Real Estate - Commercial Bldgs.). Binn has a Series 63 license, qualifying them as a securities representative, and is registered to operate in California and Texas. Private Portfolios, Inc is an advisory firm that has its headquarters in San Mateo, CA. It has $221 million in total assets among its 479 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 479 client accounts, 25% are held by high-net-worth investors who have at least $1 million in assets. Private Portfolios, Inc has a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors largely are based on which services are provided. However, fees charged by Private Portfolios, Inc may include some blend of asset-based and hourly fees.

Certifications and Registrations

Series 63

Years Registered*

30 years

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

$221,357,499

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

4

CA Average: 43
Total Number of Accounts

479

CA Average: 3,727
Average Account Size

$462,124

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

Robert Binn Work History

Robert has been registered as a financial advisor for 30 years.*

1998 - Present (26 years)

Bob Binn (Real Estate - Commercial Bldgs.)

1990 - Present (34 years)

Securities America, Inc

1984 - Present (40 years)

Private Port Folios Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Robert 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 4/16/2023. 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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