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ADVANCED PORTFOLIO STRATEGIES
APS MANAGEMENT GROUP, INC.
CRD 284697 · SEC 801-129062
3625 DEL AMO BLVD, SUITE 190, TORRANCE, CA, 90503, United States
Phone
(310) 776-6549
Fax
(310) 437-8690
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$217.4M
Discretionary AUM
$176.2M
Team
6 total employees; 4 advisory reps; 4 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 260 | $52.8M |
| High net worth individuals | 49 | $84.8M |
| Pension/profit sharing plans | 150 | $75.9M |
| Charitable organizations | 2 | $937K |
| Corporations/business entities | 10 | $3.0M |
States served
AZ, CA, LA, TX
All web addresses on file
- https://www.instagram.com/advancedportfolios/
- https://www.facebook.com/advancedportfolios/
- https://x.com/advportfolios
- https://www.linkedin.com/authwall?trk=bf&trkInfo=AQFMmYxY1mm4PAAAAZI1GZEodNBaW5Wda9kEeI7MrhLpsNsnrNO2LS00MPYlaS1ImGDyU3jmPuqN8wq
- https://www.advancedportfolios.com/
- https://www.youtube.com/channel/UCZC8c5PyIGZLGrefpoBpEDg?view_as=subscriber
Official SEC filing: View on IAPD