Be advised. This firm is no longer registered.

The Proper Analysis Corporation

The Proper Analysis Corporation (CRD# 110615) is a financial advisory firm headquartered in Beachwood, OH. They manage $291,635,584 in 713 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    292
    MILLION
  • Total Number of Accounts
    713
    ACCOUNTS
  • Average Account Value
    $409,026
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
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
No Advisor Found.
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