# ADVANCED PORTFOLIO SERVICES LLC

ADVANCED PORTFOLIO SERVICES LLC of SAINT JAMES, NY is an SEC-registered investment adviser.

## Registration

- CRD: 314046
- Type: SEC-registered investment adviser
- Location: 3 SWEET HOLLOW COURT, SAINT JAMES, NY, 11780
- Phone: 631-848-7984
- Latest filing: 2022-08-05
- Regulatory AUM: $2.4M
- Discretionary AUM: $2.1M
- Non-discretionary AUM: $250K
- Clients: 1
- Accounts: 8

## Business model

- Compensation: % of AUM, Hourly
- Clients served: High net worth, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/314046/brochure
- Similar advisers: https://search.stillhousedata.com/firm/314046/similar
- Related entities: https://search.stillhousedata.com/firm/314046/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/314046

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.