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- Custodian
- Charles Schwab & Company · Interactive Brokers · Newport Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-31-2016
- Office Locations
- 2
Office Locations
About Advanced Portfolio Strategies
APS Investment Management Group (Advanced Portfolio Strategies) is a full-service financial consulting firm serving individuals and families with tailored managed asset plans, retirement planning, portfolio analysis, and rollover support, plus variable/fixed annuities and life insurance solutions. The practice emphasizes non-proprietary investment choices and investor education through one-on-one counseling, newsletters, and seminars, with custody support including Charles Schwab.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DANIEL ROY BENNETT
Chief Compliance Officer, Partner, President
- CRD
- #2225959
- Ownership
- 25% but less than 50%
GLEN ALAN MICHEL
Co-President, Managing Partner
- CRD
- #4903181
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Benjamin Samuel Shapiro Castillo
Financial Advisor
- CRD
- #7764763
Samuel Ford
Associate
- CRD
- #7691171
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $176,241,167 | $402,377 |
| Non-Discretionary | $41,164,546 | $1,247,410 |
| Total | $217,405,713 | $461,583 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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