Overview
Assets Under Management: $217 million
Headquarters: TORRANCE, CA
High-Net-Worth Clients: 49
Average Client Assets: $1.7 million
Frequently Asked Questions
ADVANCED PORTFOLIO STRATEGIES is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #284697), ADVANCED PORTFOLIO STRATEGIES is subject to fiduciary duty under federal law.
ADVANCED PORTFOLIO STRATEGIES is headquartered in TORRANCE, CA.
ADVANCED PORTFOLIO STRATEGIES serves 49 high-net-worth clients according to their SEC filing dated March 12, 2026. View client details ↓
According to their SEC Form ADV, ADVANCED PORTFOLIO STRATEGIES offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
ADVANCED PORTFOLIO STRATEGIES manages $217 million in client assets according to their SEC filing dated March 12, 2026.
According to their SEC Form ADV, ADVANCED PORTFOLIO STRATEGIES serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.98%
Average Client Assets: $1.7 million
Total Client Accounts: 471
Discretionary Accounts: 438
Non-Discretionary Accounts: 33
Regulatory Filings
CRD Number: 284697
Filing ID: 2067989
Last Filing Date: 2026-03-12 10:00:37