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MY PORTFOLIO GUIDE, LLC
CRD 153188 · SEC 801-129775
3020 OLD RANCH PARKWAY, SUITE 300, SEAL BEACH, CA, 90740, United States
Phone
(562)799-5595
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$201.0M
Discretionary AUM
$201.0M
Team
2 total employees; 2 advisory reps; 6 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 190 | $157.6M |
| High net worth individuals | 125 | $42.8M |
| Pension/profit sharing plans | 3 | $550K |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD