RIA Intel›Advisers›Massachusetts›ADVANCED PORTFOLIO DESIGN, LLC

ADVANCED PORTFOLIO DESIGN, LLC

Advisory

WESTFORD, MA

Data as of Mar 5, 2026 · Source: SEC Form ADV

Rank in MA

#990

of 1,590 advisers by AUM

Average account

$330K

across 303 accounts

AUM per adviser

$33M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 5, 2026.

Total AUM

$100M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$100M

Discretionary AUM$58M

Non-Discretionary AUM$43M

Discretionary %57.5%

Total Clients80

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, LA, MA, NH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

80 clients

31 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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