Advanced Portfolio Strategies

RIASEC RegisteredEst. 2024

Total AUM

$217M

Discretionary

$176M

81% of AUM

Avg account

$462K

Accounts

471

Employees

Advisory reps

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

FINTRX

Overview

Advanced Portfolio Strategies is an independent registered investment adviser that registered with the SEC in 2024 and is owned by an individual. The firm serves both individuals and families as well as institutional clients and positions itself as a capital allocator—meaning it places client capital with third‑party managers in addition to managing public investments directly. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and educational seminars. The firm also operates as an insurance broker, and its fee arrangements include percentage‑of‑AUM, hourly, and fixed‑fee structures. Advanced Portfolio Strategies does not identify as an active ESG investor.