Private Portfolio,inc. at 7534 La Jolla Blvd, La Jolla, Ca 92037 lists Eduardo Tovar and Daniel Barba of La Jolla, CA as the associates.
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Daniel Barba
Individual Agent
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7534 LA JOLLA BLVD, LA JOLLA, CA 92037
(View Past Addresses)
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Eduardo Tovar
CEO
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7534 LA JOLLA BLVD, LA JOLLA, CA 92109
(View Past Addresses)
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Daniel Barba
Chief Financial Officer
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7534 LA JOLLA BLVD, LA JOLLA, CA 92037
(View Past Addresses)
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Eduardo Tovar
Director
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7534 LA JOLLA BLVD, LA JOLLA, CA 92037
(View Past Addresses)
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Daniel Barba
Secretary
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7534 LA JOLLA BLVD, LA JOLLA, CA 92037
(View Past Addresses)
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7534 LA JOLLA BLVD, LA JOLLA, CA 92037
(Mailing)
View Map
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NamePRIVATE PORTFOLIO, INC PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$1,109,086 / $1,367,737 | 2023 | PRIVATE PORTFOLIO, INC PROFIT SHARING PLAN - Plan #001 | 2 / 3 | $1,109,086 / $1,367,737 |
| 2022 | Plan NamePRIVATE PORTFOLIO, INC PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,235,229 / $1,109,086 | 2022 | PRIVATE PORTFOLIO, INC PROFIT SHARING PLAN - Plan #001 | 2 / 2 | $1,235,229 / $1,109,086 |
| 2021 | Plan NamePRIVATE PORTFOLIO, INC PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,114,280 / $1,235,229 | 2021 | PRIVATE PORTFOLIO, INC PROFIT SHARING PLAN - Plan #001 | 2 / 2 | $1,114,280 / $1,235,229 |
| 2020 | Plan NamePRIVATE PORTFOLIO, INC PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$884,679 / $1,114,280 | 2020 | PRIVATE PORTFOLIO, INC PROFIT SHARING PLAN - Plan #001 | 2 / 2 | $884,679 / $1,114,280 |
| 2019 | Plan NamePRIVATE PORTFOLIO, INC PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$789,477 / $884,679 | 2019 | PRIVATE PORTFOLIO, INC PROFIT SHARING PLAN - Plan #001 | 2 / 2 | $789,477 / $884,679 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
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| 05/01/2020 | Approved$38,021 Forgiven$38,236 LenderU.S. Bank, National Association Jobs2 | 05/01/2020 | $38,021 | $38,236 | U.S. Bank, National Association | 2 |
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