Private Asset Management Inc

Full Contact Details

Private Asset Management Inc

5348 CARROLL CANYON ROAD, SUITE 200, SAN DIEGO, CA

858-750-4200

858-750-4250

Other Info

Private Asset Management Inc is legally known as PRIVATE ASSET MANAGEMENT INC. It is a CA Corporation. This firm has 20 employees, of which 12 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Dec 3, 1992.

Private Asset Management | Wealth Management Firm | Thinking globally, investing locally.

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Direct Owners

EDWARD ZOLMAN ESTRIN
CHIEF FINANCIAL OFFICER owns less than 5%
EDWARD ZOLMAN ESTRIN
TRUSTEE owns less than 5%
ERIC WAYNE BLASE
TRUSTEE owns less than 5%
JONATHAN MARCUS ELSBERRY
TRUSTEE/PRESIDENT/CEO owns less than 5%
MICHAEL DAVID BERLIN
VP/GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER owns less than 5%
MICHAEL DAVID BERLIN
TRUSTEE owns less than 5%
SUZANNE ELISABETH COHEN
TRUSTEE owns less than 5%
THE STEPHEN J. COHEN TRUST DATED DECEMBER 24, 1997 - MANAGEMENT TRUST
SHAREHOLDER owns 75% or more

Firms Located Nearby

All Firms Located Nearby

Top Holdings

Period of report: Jun 30, 2019 | Effectiveness Date: Aug 14, 2019

ISHARES TR RUS MDCP VAL ETF $14,701k
VANGUARD INDEX FDS SM CP VAL ETF $13,707k
ISHARES TR CORE S&P MCP ETF $9,771k
VANGUARD GROUP $9,728k
ISHARES TR $9,560k
VANGUARD INDEX FDS SML CP GRW ETF $9,292k
ISHARES TR CORE S&P500 ETF $8,483k
ISHARES TR S&P 500 VAL ETF $8,104k
ISHARES $8,007k
ISHARES $7,903k

All Holdings of the Private Asset Management Inc