Analyst Portfolio Management Ltd.

Analyst Portfolio Management Ltd. (CRD# 114642) is a financial advisory firm headquartered in Tel Aviv, . They manage $522,271,425 in 1,501 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    522
    MILLION
  • Total Number of Accounts
    1,501
    ACCOUNTS
  • Average Account Value
    $347,949
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, NY, PA

Financial Advisors at Analyst Portfolio Management Ltd.
No Advisor Found.
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