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ADVANCED PORTFOLIO SERVICES LLC
CRD 314046
3 SWEET HOLLOW COURT, SAINT JAMES, NY, 11780, United States
Phone
631-848-7984
Fax
NONE
Registration
— (—)
Source
State registered
Total AUM
$2.4M
Discretionary AUM
$2.1M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2022-08-05
Disciplinary history
No
Services
Portfolio management (individuals)BUSINESS OR FINANCIAL CONSULTATION SERVICES
Official SEC filing: View on IAPD