Paul Eduardo Muller

Private Portfolio of San Diego

30 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Private Portfolio of San Diego

Compensation

Fee-Only (AUM)

Firm Size

9 advisors

Number of Clients

93 clients

Average Client Portfolio

$984K average

Assets Under Management

$91.5M

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.

Employment History

Current Registrations

Private Portfolio of San Diego

May 2007 - Present · 18 yrs 9 mos

Private Portfolio, INC.

February 2002 - Present · 24 yrs

Private Portfolio, INC.Broker

February 2002 - Present · 24 yrs

Previous Registrations

Gamma Capital Securities, INCBroker

March 1997 - March 2002 · 5 yrs

Bursamex INC.Broker

July 1994 - February 1996 · 1 yr 7 mos

State Registrations2 states

CATX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.