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).
Current Firm Details
The Proper Analysis Corporation
By the Numbers
-
Total Assets Under Management292MILLION
-
Total Number of Accounts713ACCOUNTS
-
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
Registered Investment Advisor
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.