The Proper Analysis Corporation

The Proper Analysis Corporation (CRD# 110615) is a financial advisory firm headquartered in Beachwood, OH. They manage $298,709,152 in 261 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    299
    MILLION
  • Total Number of Accounts
    261
    ACCOUNTS
  • Average Account Value
    $1,144,480
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
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.

AZ, CA, FL, IL, NY, OH, TX

Financial Advisors at The Proper Analysis Corporation
Showing 1 - 4 of 4 top financial advisors.
1
Lisa W. Neely
CRD#: 727158
3201 Enterprise Parkway, Suite 320, Beachwood, OH 44122
93
Wealthminder
score

Lisa Neely (CRD# 727158) is an Investment Advisor Representative working at The Proper Analysis Corporation in Beachwood, OH and has over 6 years of experience in the finance industry.

2
Anne P. Ogan
CRD#: 824281
25550 Chagrin Boulevard, Suite 310, Beachwood, OH 44122
93
Wealthminder
score

Anne Ogan (CRD# 824281) is an Investment Advisor Representative working at The Proper Analysis Corporation in Beachwood, OH and has over 37 years of experience in the finance industry.

3
Greg A. Goldfeder
CRD#: 5764143
3201 Enterprise Parkway, Suite 320, Beachwood, OH 44122
90
Wealthminder
score

Greg Goldfeder (CRD# 5764143) is an Investment Advisor Representative working at The Proper Analysis Corporation in Beachwood, OH and has 1 year of experience in the finance industry.

4
William D. Proper
CRD#: 4357984
3201 Enterprise Parkway, Suite 320, Beachwood, OH 44122
87
Wealthminder
score

William Proper (CRD# 4357984) is an Investment Advisor Representative working at The Proper Analysis Corporation in Beachwood, OH and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.