← Back to searchVisit website
ADVANCED PORTFOLIO DESIGN, LLC
CRD 141727
515 GROTON ROAD SUITE 201, WESTFORD, MA, 01886, United States
Phone
978-850-4910
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$100.1M
Discretionary AUM
$57.5M
Team
3 total employees; 3 advisory reps; 4 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 49 | $25.5M |
| High net worth individuals | 31 | $74.6M |
All web addresses on file
- http://www.plannersearch.org/financial-advisor/peter-j-canniff
- https://www.yelp.com/biz/advanced-portfolio-design-westford-5
- HTTP://WWW.ADVANCEDPORTFOLIODESIGN.COM
- HTTPS://WWW.FACEBOOK.COM/ADVANCEDPORTFOLIODESIGNLLC?REF=HL
- https://www.feeonlynetwork.com/financial-advisor/peter-canniff/#meet-peter-canniff
- https://www.napfa.org/firm/5619/5944
- https://www.paladinregistry.com/financial-advisor/westford/massachusetts/peter-canniff
Official SEC filing: View on IAPD