RIA Intel›Advisers›New York›ADVANCED PORTFOLIO SERVICES LLC

ADVANCED PORTFOLIO SERVICES LLC

Advisory

SAINT JAMES, NY

Data as of Aug 5, 2022 · Source: SEC Form ADV

Rank in NY
#5,526
of 5,722 advisers by AUM
Average account
$298K
across 8 accounts
AUM per adviser
$2M
1 adviser

Source: SEC Form ADV. Figures as filed Aug 5, 2022.

Total AUM
$2M
Discretionary %
89.5%
Clients
—
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$2M
Discretionary AUM$2M
Non-Discretionary AUM$250K
Discretionary %89.5%
Total Clients—
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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