A
$2.4M Total AUM
$2.1M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
3 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-31-2022
- Office Locations
- 1
Office Locations
3 Sweet Hollow Court Saint James NY
About Advanced Portfolio Services LLC
Advanced Portfolio Services LLC is a Saint James-based RIA. The firm has been operating for 3 years. Managing $2.4M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
-- AVG AGE
$2.4M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
3.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
3yrs Firm Age
Insights
Available
Available
Available
Available
Available
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Accredited Investors
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JOHN DANIEL AGOGLIA
President
- CRD
- #1666337
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,133,000 | -- |
| Non-Discretionary | $250,000 | -- |
| Total | $2,383,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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