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Grant Corydon Barba

3 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
93 clients
Average Client Portfolio
$984K average
Assets Under Management
$91.5M
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Location

7816 Ivanhoe Ave Ste 10, La Jolla, CA, 92037-4535

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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 Activities

Grant owns a rental property in Eugene, Oregon, which was previously his home. A management company handles the daily operations, so Grant's involvement is minimal.

Employment History
Current Registrations
Private Portfolio of San Diego
November 2023 - Present · 2 yrs 3 mos
Private Portfolio, INC.
April 2022 - Present · 3 yrs 10 mos
Private Portfolio, INC.Broker
April 2022 - Present · 3 yrs 10 mos
State Registrations3 states
CAIAOR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.