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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
North American Development Bank 2 months Jun 2008 - Aug 2008
Private Portfolio 2 months Jun 2007 - Aug 2007
University of Texas 3 years, 3 months Sep 2005 - Dec 2008
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Hermann Von Bertrab?
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Designations & Memberships

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Articles and Answers

Insights by Hermann Von Bertrab

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    May 6, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Private Portfolio of San Diego

Last updated on March 11, 2016
    • $52.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 78
      Accounts
    • $667.9K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
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