1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ADVANCED PORTFOLIO STRATEGIES

Map pinTORRANCE, CA
Phone(310) 776-6549
NotebookSEC #801-129062
Total AUM
$217.4M
Employees
6
Clients
471

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3625 DEL AMO BLVD
SUITE 190
TORRANCE
CA 90503
United States
Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Phone
(310) 776-6549
Other Offices
1

ReceiptFinancials

Total AUM
$217.4M
Accounts
471
Discretionary
$176.2M
Accounts
438
Non-Discretionary
$41.2M
Accounts
33

ContactClients

View more in analytics →

Individual Clients
260
AUM
$52.8M
HNW Individual Clients
49
AUM
$84.8M
Pension/Profit Sharing Plan Clients
150
AUM
$75.9M
Charitable Organization Clients
2
AUM
$937.4K
Corporation or Business Clients
10
AUM
$3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCALATX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account