Ruben Ramirez Morfin

Private Portfolio of San Diego

18 Years of Experience

3 DisclosuresBroker

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

Bonita, CA

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History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

September 2020

Denied

Criminal

May 1979

Final Disposition

Criminal

November 1975

Final Disposition

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Other Business Activities

Ruben is a board member and on the finance committee for Media Arts Center San Diego since January 2023. He dedicates minimal time to providing general guidance and advice to management, but does not provide financial advice or make financial decisions.