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

Building 2THE PROPER ANALYSIS CORPORATION

Map pinBEACHWOOD, OH
Phone216-595-3842
NotebookSEC #801-42983
Total AUM
$291.6M
Employees
4
Clients
263

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3201 ENTERPRISE PARKWAY
SUITE 320
BEACHWOOD
OH 44122-4640
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
216-595-3842

ReceiptFinancials

Total AUM
$291.6M
Accounts
713
Discretionary
$286.7M
Accounts
700
Non-Discretionary
$4.9M
Accounts
13

ContactClients

View more in analytics →

Individual Clients
196
AUM
$61.8M
HNW Individual Clients
61
AUM
$210M
Pension/Profit Sharing Plan Clients
6
AUM
$19.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
ADVISORY SERVICES TO PLAN SPONSORS
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FIXED FEE FOR ADVISING PLAN SPONSER OF 401K

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILNYOHTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account