Unclaimed Profile

Dennis Mcpartlan

PRIVATE PORTFOLIO PARTNERS, LLC·PARAMUS, New Jersey

Clean recordPRIVATE PORTFOLIO PARTNERS, LLC

461 FROM ROAD, PARAMUS, NJ 07652CRD# 4008681Firm CRD# 165616

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dennis Mcpartlan · PARAMUS, NJ

Registration

CRD #4008681 · PRIVATE PORTFOLIO PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Dennis Mcpartlan is a registered financial advisor based in PARAMUS, New Jersey, affiliated with PRIVATE PORTFOLIO PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PRIVATE PORTFOLIO PARTNERS, LLC

AUM

$900M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PRIVATE PORTFOLIO PARTNERS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4008681

Firm CRD# 165616

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Dennis Mcpartlan offer?

Dennis Mcpartlan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PARAMUS, New Jersey for a consultation.

What are Dennis Mcpartlan's credentials?

Dennis Mcpartlan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dennis Mcpartlan located?

Dennis Mcpartlan is based in PARAMUS, New Jersey, working with PRIVATE PORTFOLIO PARTNERS, LLC. Their office serves clients in the PARAMUS metropolitan area and surrounding communities.

How does Dennis Mcpartlan charge for services?

Dennis Mcpartlan'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 PRIVATE PORTFOLIO PARTNERS, LLC?

PRIVATE PORTFOLIO PARTNERS, LLC has approximately 28 employees and manages $900M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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