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Our Story

Bob Binn founded Private Portfolios, Inc. in 1984 with the sole purpose of creating an independent and purely objective investment firm. Private Portfolios, Inc. then became a Registered Investment Advisory Firm in 1985 during the early stages of investment firms becoming fiduciaries for their clients.


Dan Binn, Partner, and co-owner, joined the firm in 2000 and created the partnership that exists today. As a family run business, we use our personal experience to provide families with advice on family wealth planning, and to provide business owners with business succession and continuity strategies.


Our building at 424 N San Mateo Dr is owned by the Binn family. All of our team live locally and we are committed to remaining in the Bay Area permanently.

What's your story? Let's get acquainted with a complimentary consultation.

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