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 acts as a capital allocator for both individual/family and institutional clients. The firm offers a mix of financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, pension consulting, selection of other advisers, and educational seminars. It also operates as an insurance broker and charges clients using percentage-of-AUM, hourly, and fixed-fee arrangements. The adviser registered with the SEC in 2024, is owned by an individual, and is not an active ESG investor.
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 9DANIEL BENNETT
Managing DirectorCRD 2225959
Benjamin Castillo
Investment Adviser RepresentativeCRD 7764763
Emma Timm
Investment Advisor RepresentativeCRD 7642405
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 97Active vs passive
$160M in ETFs
49%
$77.5M
47%
$82.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GLOBAL X 1-3 MONTH T-BILL ETF (CLIP) | GlobalX | Passive | Ultrashort Bond | $11.9M | 118,121 | 7.42% |
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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