# PRIVATE PORTFOLIO, INC.

> FINRA firm 36644 · ACTIVE · **⚠ HAS DISCLOSURE EVENTS** · LA JOLLA, CA

## ⚠ Regulatory disclosure flag

FINRA reports regulatory or customer-dispute disclosure events for this firm. The disclosure detail (regulatory actions, arbitrations, customer complaints, criminal events) is on the canonical BrokerCheck page — every advisor / broker-dealer carrying a yes on this flag has at least one reported event.

## Key facts

- **FINRA firm ID:** 36644
- **Firm name:** PRIVATE PORTFOLIO, INC.
- **Other names:** PRIVATE BROKERAGE, PRIVATE PORTFOLIO, INC., PRIVATE PORTFOLIO OF SAN DIEGO, INC., PRIVATE PORTFOLIO OF SAN DIEGO
- **Investment Adviser scope:** ACTIVE
- **SEC IA file number:** 801-69346
- **SEC BD file number:** 8-47421
- **Branches:** 9
- **Has disclosure events:** YES
- **Headquarters:** LA JOLLA, CA, 92037, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/36644

## Citation

> FINRA BrokerCheck, firm 36644 (PRIVATE PORTFOLIO, INC.). Retrieved via AI Analytics 2026-05-20 from https://api.ai-analytics.org/broker/36644.

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