CRD: 141727
Advanced Portfolio Design, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Pioneer summitVertex delta
- Established Date
- 09-21-2006
- Office Locations
- 2
Office Locations
About Advanced Portfolio Design, LLC
Advanced Portfolio Design, LLC is a fee-only fiduciary wealth planning firm serving high net worth individuals and families. The team emphasizes tax-aware asset allocation and retirement planning with custom portfolio design and disciplined investment selection, often using ETFs and mutual funds. Clients receive quarterly performance reporting and allocation reviews, plus online account aggregation for a full-balance-sheet view; custody includes Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PETER JONATHAN CANNIFF
Chief Compliance Officer, President, Principal
- CRD
- #2513892
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Hope Suzanne Canniff
Investment Advisor Representative
- CRD
- #7624506
Jennifer Anne Murphy
Certified Financial Planner
- CRD
- #6648418
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $57,518,000 | -- |
| Non-Discretionary | $42,577,000 | -- |
| Total | $100,095,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $100,095,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $680,987,334 | 13.6% |
| Equity - Exchange | $1,772,569,972 | 35.4% |
| Cash | $791,147,050 | 15.8% |
| Corporate - Investment Grade | $380,551,745 | 7.6% |
| U.S. Government/Agency | $1,382,003,707 | 27.6% |
| Total | $5,007,259,808 | 100.0% |