ADVANCED PORTFOLIO DESIGN, LLC
Firm details
- Headquarters
- WESTFORD, Massachusetts
- CRD number
- 141727
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI74.56%
- Individuals25.44%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Advanced Portfolio Design, LLC is an independent, limited liability registered investment adviser that works primarily with individuals and families. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm charges fees as a percentage of assets under management and also uses hourly and fixed-fee arrangements. The manager does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities18%
- Cash & Cash Equivalents9%
- Investment Grade Corp Bonds2%
- US Government Bonds1%
Contacts
3 of 3PETER CANNIFF
Founder and PrincipalCRD 2513892
Jennifer Murphy
Financial PlannerCRD 6648418
Hope Canniff
Financial Planning AssistantCRD 7624506
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WESTFORD, MA
MIDDLESEX
Location
WESTFORD, MA
Headquartered in WESTFORD, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- MIDDLESEX
- Address
- 515 Groton Rd
- Time zone
- ET (UTC-5)
- Office locations
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