ADVANCED PORTFOLIO SERVICES LLC
Firm details
- Headquarters
- SAINT JAMES, New York
- CRD number
- 314046
- Website
- www.advancedportfolios.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Advanced Portfolio Services LLC operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm has established itself in the financial advisory landscape, although it does not classify itself as a capital allocator. Its fee structure consists of a percentage of assets under management and hourly charges, reflecting a flexible approach to client billing. The firm does not actively engage in ESG investing and is not a multi-state adviser, indicating a more localized focus in its operations.
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
- Cash & Cash Equivalents80%
- Exchange Traded Equities20%
Contacts
1 of 1JOHN AGOGLIA
VP Fixed IncomeCRD 1666337
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAINT JAMES, NY
SUFFOLK
Location
SAINT JAMES, NY
Headquartered in SAINT JAMES, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- SUFFOLK
- Address
- 3 Sweet Hollow Ct
- Time zone
- ET (UTC-5)
- Office locations
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