Advanced Portfolio Strategies
Advanced Portfolio Strategies (CRD# 284697) is a financial advisory firm headquartered in Torrance, CA. They manage $127,745,322 in 320 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management128MILLION
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Total Number of Accounts320ACCOUNTS
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Average Account Value$399,204
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, LA, TX
Daniel Bennett (CRD# 2225959) is an Investment Advisor Representative working at Advanced Portfolio Strategies in Torrance, CA and has over 20 years of experience in the finance industry.
Hirohisa Isogawa (CRD# 4225957) is an Investment Advisor Representative working at Advanced Portfolio Strategies in Torrance, CA and has over 23 years of experience in the finance industry.
Glen Michel (CRD# 4903181) is an Investment Advisor Representative working at Advanced Portfolio Strategies in Torrance, CA and has over 18 years of experience in the finance industry.
Norikazu Yamaguchi (CRD# 5683935) is an Investment Advisor Representative working at Advanced Portfolio Strategies in Torrance, CA and has 1 year of experience in the finance industry.
Gerwin De Haan (CRD# 7892274) is an Investment Advisor Representative working at Advanced Portfolio Strategies in Torrance, CA and has 1 year of experience in the finance industry.
Samuel Ford (CRD# 7691171) is an Investment Advisor Representative working at Advanced Portfolio Strategies in Torrance, CA and has 1 year of experience in the finance industry.
Daniel Hart (CRD# 7230264) is an Investment Advisor Representative working at Advanced Portfolio Strategies in Torrance, CA and has over 4 years of experience in the finance industry.
Thomas Sneed (CRD# 2001316) is an Investment Advisor Representative working at Advanced Portfolio Strategies in Evanston, IL and has 1 year of experience in the finance industry.