ADVANCED PORTFOLIO SERVICES LLC

ADVANCED PORTFOLIO SERVICES LLC of SAINT JAMES, NY is an SEC-registered investment adviser (CRD 314046). Regulatory assets under management: $2.4M.

Registration

• CRD: 314046
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 314046 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search