SUCCESSFUL PORTFOLIOS LLC

other names
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Adviser Profile
As of Date 03/25/2025
Adviser Type - Large advisory firm
Number of Employees 2 -33.33%
of those in investment advisory functions 2 -33.33%
Registration SEC, Approved, 01/02/2015
Other registrations (1)
AUM* 242,679,271 -16.22%
of that, discretionary 218,340,864 -11.27%
Private Fund GAV* 8,280,966
Avg Account Size 429,521 44.87%
% High Net Worth 5.77% 158.79%
SMA’s Yes
Private Funds 3
Contact Info 727 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Performance-based fees

Reported AUM

246M 211M 176M 141M 105M 70M 35M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count3 GAV$8,280,966

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Brochure Summary