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William Greenwald

Private Portfolio of San Diego
23 Years of Experience
Chula Vista, CA
BrokerSells Insurance
View SEC Summary
View SEC Summary

William Greenwald is a registered investment advisor at Private Portfolio of San Diego, based in Chula Vista, CA, with 23 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 37 clients with $50M in assets under management.

Private Portfolio of San Diego
Compensation
Fee-Only (% of Portfolio)
Firm Size
9 advisors
Number of Clients
37 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$50.0M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M1.00%
$10M+0.75%

Fees are negotiable or discounted at the firm's discretion. Older client relationships may be on different fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

333 H Street, Suite 5000, Chula Vista, CA, 91910

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

William is a licensed insurance agent appointed with various insurance companies since 2010. He also works as a bi-lingual on-call benefits counselor and teacher, dedicating a few hours per week to each activity.

Employment History
Current Registrations
Private Portfolio of San Diego
July 2022 - Present · 4 yrs 3 mos
Private Portfolio, INC.
January 2016 - Present · 10 yrs 9 mos
Private Portfolio, INC.Broker
January 2016 - Present · 10 yrs 9 mos
Previous Registrations
Farmers Financial Solutions, LLCBroker
October 2007 - December 2015 · 8 yrs 2 mos
First American National Securities, INC.Broker
September 1986 - December 1990 · 4 yrs 3 mos
State Registrations2 states
CATX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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