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Donald John Campagna

PERSONAL PORTFOLIO MANAGEMENT, INC.·JUPITER, Florida
Clean recordPERSONAL PORTFOLIO MANAGEMENT, INC.
1405 N ALTERNATE AIA, JUPITER, FL 33469CRD# 1059867Firm CRD# 140975

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donald John Campagna · JUPITER, FL
Registration
CRD #1059867 · PERSONAL PORTFOLIO MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Donald John Campagna is a registered financial advisor based in JUPITER, Florida, affiliated with PERSONAL PORTFOLIO MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PERSONAL PORTFOLIO MANAGEMENT, INC.
PERSONAL PORTFOLIO MANAGEMENT, INC.
AUM
$150M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at PERSONAL PORTFOLIO MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1059867
Firm CRD# 140975
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Donald John Campagna offer?
Donald John Campagna specializes in Financial Planning, Investment Management. Contact their office in JUPITER, Florida for a consultation.
What are Donald John Campagna's credentials?
Donald John Campagna is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald John Campagna located?
Donald John Campagna is based in JUPITER, Florida, working with PERSONAL PORTFOLIO MANAGEMENT, INC.. Their office serves clients in the JUPITER metropolitan area and surrounding communities.
How does Donald John Campagna charge for services?
Donald John Campagna's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PERSONAL PORTFOLIO MANAGEMENT, INC.?
PERSONAL PORTFOLIO MANAGEMENT, INC. has approximately 2 employees and manages $150M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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