Advanced Portfolio Strategies
Firm details
- Headquarters
- Torrance, California
- CRD number
- 284697
- Registered since
- January 3, 2024
- Website
- www.advancedportfolios.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI38.98%
- Pension & Profit Sharing Plans34.9%
- Individuals24.3%
- Corporations / Businesses1.38%
- Charitable Organizations0.43%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Advanced Portfolio Strategies is an independent registered investment adviser that began SEC registration in 2024. The firm operates as a corporation owned by an individual and serves both individual/family and institutional clients. Its advice and fee arrangements are flexible: it charges a percentage of AUM and also uses hourly and fixed fees. Services extend beyond portfolio management to financial planning, selection of other advisers, educational seminars/workshops, and insurance brokerage. The firm does not identify as an active ESG investor and functions as a capital allocator, directing client capital to third‑party managers and funds.
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 Funds91%
- Exchange Traded Equities6%
- Private Funds2%
- Cash & Cash Equivalents1%
Contacts
3 of 9
Norikazu Yamaguchi
Investment Adviser RepresentativeCRD 5683935
Hirohisa Isogawa
PresidentCRD 4225957
Daniel Hart
PartnerCRD 7230264
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 97Active vs passive
$133M in ETFs
50%
$65.6M
44%
$67M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GLOBAL X 1-3 MONTH T-BILL ETF (CLIP) | GlobalX | Passive | Ultrashort Bond | $11.7M | 116,342 | 8.80% |
Location
Torrance, CA
Los Angeles
Location
Torrance, CA
Headquartered in Torrance, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 3625 Del Amo Blvd
- Time zone
- PT (UTC-8)
- Office locations
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