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 5 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 36 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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