Private Portfolios, Inc.

Private Portfolios, Inc. is an investment advisory firm based in San Mateo, CA, established in May 1985. The firm specializes in providing fee-based investment advisory services tailored to individual client needs. Private Portfolios manages approximately $289 million in client assets on a discretionary basis. The firm conducts Second Saturday Divorce Workshops for individuals considering or going through divorce, charging $20 for attendance. For investment services, Private Portfolios offers financial planning and asset management services through the Wealth Management Platform. The firm's investment strategies focus on long-term growth and risk management, primarily utilizing mutual funds, ETFs, and equities. Private Portfolios participates in wrap fee programs, with fees negotiated with clients based on a tiered fee schedule. The firm's advisors, including Robert Binn (President), Daniel Binn (Vice President), and Mark Flowers (Associate Advisor), are also registered representatives with Osaic Wealth, Inc. Clients have the option to grant discretionary trading authority to Private Portfolios, allowing the firm to make investment decisions without prior client consent. Private Portfolios does not vote proxies on behalf of clients and does not have custody of client funds or securities. Private Portfolios prioritizes client confidentiality and data security, restricting access to Customer Information and maintaining strict security measures. The firm complies with federal regulations, such as the Gramm-Leach-Bliley Act, to protect client privacy. Customer Information is shared within the firm and with non-affiliated entities only as necessary to administer client accounts and provide related services. Former clients' information is also safeguarded in accordance with the firm's privacy policy.