LeadIQ logo
Learn more at LeadIQ.com

Personal Portfolios Inc Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Personal Portfolios Inc is a small financial services firm based in San Rafael, California. It operates from an office at 4040 Civic Center Drive, anchoring its presence within the local business community. The available information does not specify the services offered or the client segments it serves.

Information about when the company was founded is not provided. The description only notes its placement in the financial services industry and its San Rafael location, with no details on offerings. Taken together, the profile presents Personal Portfolios Inc as a small, local financial services entity in the San Rafael area.

Find Personal Portfolios Inc employees' phone numbers or email addresses

Personal Portfolios Inc Global Highlights

Location
Employees

North America
2

Minus sign iconPlus sign icon
  • United States Of America
    2

Asia
1

Minus sign iconPlus sign icon
  • Indonesia
    1

Personal Portfolios Inc's Leadership

  • Stylized image of a person
    M. M.
    Executive Assistant/Client Relations Manager
    Phone icon
    Mobile Phone

Personal Portfolios Inc Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other
  • Entrepreneurship

Contact profiles from Personal Portfolios Inc

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. M.
    Executive Assistant/Client Relations Manager
    Phone icon
    Mobile Phone
    United StatesCalifornia
    Oct 16, 2024

Frequently Asked Questions

What is Personal Portfolios Inc known for?

Minus sign iconPlus sign iconPersonal Portfolios Inc operates in the Financial Services industry. The company's main headquarters is located in 4040 Civic Center Drive San Rafael, California 94903 United States. Explore Personal Portfolios Inc's company overview page for more information.

What is Personal Portfolios Inc's most common email format?

Minus sign iconPlus sign iconPersonal Portfolios Inc employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Personal Portfolios Inc email formats with LeadIQ.

How many employees does Personal Portfolios Inc have currently?

Minus sign iconPlus sign iconPersonal Portfolios Inc has approximately 3 employees as of January 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Personal Portfolios Inc's key employees and leadership?

Minus sign iconPlus sign icon

As of January 2026, Personal Portfolios Inc's key employees include:

  • Executive Assistant/Client Relations Manager: M. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.