Personal Portfolio Management, Inc. (Jupiter)

Name: Personal Portfolio Management, Inc.
Address: 1405 N Alternate Aia, Jupiter, FL, 33469
Telephone: 754-216-0910

Personal Portfolio Management, Inc. is a large advisory firm based in Jupiter. It manages $144.48 million of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Florida.

Personal Portfolio Management provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Personal Portfolio Management: assets under management

The assets under management (AUM) of Personal Portfolio Management, Inc. is $144.48 million. The company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in state and local bonds the most. They account for 80% of the total AUM. The second-largest asset type is exchange traded securities, which make up 15% of the firm’s portfolio. Investments in cash and cash equivalents form 5% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Personal Portfolio Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Donald John Campagna serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Donald John Campagna is high net worth individuals with 11 clients and $143.48 million of assets under management. Among the 9 most similar advisory firms, Personal Portfolio Management has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $144.48 million for 16 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Personal Portfolio Management doesn't advise any private funds.

Careers at Personal Portfolio Management, Inc.

The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Donald John Campagna	President/chief compliance officer	1 Feb 1985	75% - 100%	1059867

Based in Jupiter

The principal office where Personal Portfolio Management, Inc. performs its advisory services is located at 1405 N Alternate Aia, Jupiter, FL 33469, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 754-216-0910 or by fax 754-216-0913. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at personalportfoliomanagement.com.