PRIVATE PORTFOLIO PARTNERS, LLC

461 From Road
Suite 385
Paramus, New Jersey 07652
Tel: 201-939-6644

About PRIVATE PORTFOLIO PARTNERS, LLC

PRIVATE PORTFOLIO PARTNERS, LLC, formally registered with the SEC as PRIVATE PORTFOLIO PARTNERS, LLC. The firm was established in 03/17/2015. They have over 16 offices throughout the country.

PRIVATE PORTFOLIO PARTNERS, LLC is a Paramus, New Jersey based Financial Planning firm with nearly $899,935,622 assets under management, offering retirement planning & investment advisory services to 2238 clients. The firm is staffed with 28 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	165616
SEC#	801-81108
Assets Managed by Firm	$899,935,622
No. of Clients	2238
No. of Advisors	28

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (SOLICITATION/REFERRAL AND CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	2238	$899,935,622
Individuals (other than high net worth individuals)	1034	$361,583,613
High net worth individuals	202	$529,762,924
Pension and profit sharing plans	1	$3,129,652
Corporations or other businesses	3	$5,459,433

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MANAGED ACCOUNT ADVISORS LLC 101 Hudson Street Jersey City, NJ, 07302	$691,908,159,462	1840565	61
METLIFE INVESTMENT MANAGEMENT, LLC One Metlife Way Whippany, NJ, 07981	$499,516,358,508	637	925
BLACKROCK INVESTMENT MANAGEMENT, LLC 1 University Square Drive Princeton, NJ, 08540	$458,191,510,749	46332	1483

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