Advanced Portfolio Strategies
Advanced Portfolio Strategies is an SEC-registered ria in Torrance, CA with $217.4M assets under management (AUM, regulatory AUM), +37% over one year. See who owns Advanced Portfolio Strategies: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 284697, SEC 801-129062, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $217.4M (2026-03-12)
- Firm type
- Ria
- Location
- Torrance, CA
- Employees
- 6
- Clients
- 471
- CRD
- 284697
- Ownership
- MICHEL, GLEN, ALAN; BENNETT, DANIEL, ROY; Hart, Daniel, Mason
How much AUM does Advanced Portfolio Strategies have?
Advanced Portfolio Strategies reported $217.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Advanced Portfolio Strategies?
Disclosed owners and executives of Advanced Portfolio Strategies include MICHEL, GLEN, ALAN, BENNETT, DANIEL, ROY, Hart, Daniel, Mason. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.