SUCCESSFUL PORTFOLIOS LLC other names

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Adviser Profile

As of Date:

03/26/2024

Adviser Type:

- Large advisory firm

Number of Employees:

2 -33.33%

of those in investment advisory functions:

2 -33.33%

Registration:

SEC, Approved, 1/2/2015

Other registrations (1)
AUM:

239,887,365 -17.18%

of that, discretionary:

215,248,591 -12.53%

Private Fund GAV:

8,280,966

Avg Account Size:

453,473 52.95%

% High Net Worth:

5.91% 165.17%

SMA’s:

YES

Private Funds:

3

Contact Info

727 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

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

Recent News

Successful Portfolios LLC Buys 4, Sells 1 in 4th Quarter
01/27/2023

Related Stocks: GOVT, VMBS, VGSH, SCHB, IVV,

gurufocus.com

Successful Portfolios LLC Buys 3, Sells 2 in 3rd Quarter
10/12/2022

Related Stocks: SCHO, IUSB, TIP, GOVT, LQD,

gurufocus.com

Top 5 2nd Quarter Trades of Successful Portfolios LLC
07/22/2022

Related Stocks: SCHO, IUSB, SCHB, HDV, XLE,

gurufocus.com

Successful Portfolios LLC Buys iShares TIPS Bond ETF, iShares Commodities Select Strategy ETF, ...
10/15/2021

Related Stocks: TIP, IXN, PEP, TFC, ABT, BMY, COMT, PSA, GILD, BKNG, AZO, ADT, FDX, SHOP, ANTM, HPQ,

gurufocus.com

Successful Portfolios LLC Buys iShares 1-3 Year Credit Bond ETF, iShares Core Total USD Bond ...
07/23/2021

Related Stocks: IGSB, IUSB, SCHX, VTIP, SPLK, EFV, IXG, IYE, EOG, LLY, RDS.B, SHOP, IHI, WY, BAX, MYF,

gurufocus.com

Successful Portfolios LLC Buys iShares Core Total USD Bond Market ETF, BTC iShares MSCI EAFE ...
04/20/2021

Related Stocks: VTIP, SCHX, GOVT, MTUM, VIG, PAYX, IUSB, EFV, WBA, WFC, KMB,

gurufocus.com


Private Funds Structure

Fund Type Count GAV
Other Private Fund 3 $8,280,966

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Private Funds



Employees




Brochure Summary

Overview

Successful Portfolios LLC (SP) is an investment advisor firm that provides personalized financial planning and investment management services to individuals, families, and organizations. We create customized portfolios tailored to each client's unique needs, goals, and risk tolerance, using a wide range of readily marketable securities, including stocks, bonds, options, and Exchange-Traded Funds (ETFs). Our approach is rooted in a deep understanding of investor psychology, financial
markets, and the rigorous analysis of investment opportunities. As of March 18, 2024, SP managed approximately $239.9 million in client assets. Discretionary assets accounted for about 90% of total managed assets. SP manages about 529 accounts for 184 households. Parker Evans, CFA, CFP, founded Successful Portfolios in February 2010. He is the President and Chief Compliance Officer, owning 95% of SP shares. Joe Baer, APMA, is the Chief Operating Officer, owning 5% of SP shares.