Advanced Portfolio Services LLC
Advanced Portfolio Services LLC (CRD# 314046) is a financial advisory firm headquartered in Saint James, NY. They manage $2,383,000 in 8 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Advanced Portfolio Services LLC
By the Numbers
-
Total Assets Under Management2MILLION
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Total Number of Accounts8ACCOUNTS
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Average Account Value$297,875
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY
Financial Advisors at Advanced Portfolio Services LLC
1
John Agoglia (CRD# 1666337) is an Investment Advisor Representative working at Advanced Portfolio Services LLC in Saint James, NY and has over 28 years of experience in the finance industry.
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