Advanced Portfolio Strategies is an SEC registered investment adviser organized as a corporation with a primary office location in Torrance, CA. Its latest Form ADV filing, dated March 12, 2026, reports $217M in regulatory assets under management, 6 employees, 1 office, and 471 accounts.
Assets Under Management
$217M
Employees
6
Offices
1 office
Total Clients
471
Primary office
TORRANCE, CA
3625 DEL AMO BLVD, SUITE 190, TORRANCE, CA, United States
Top client segmentIndividuals represent 55.2% of total clients.
Top client categories% of clientsClients
1
Individuals
55.2%
260
2
Pension Plans
31.8%
150
3
HNWI
10.4%
49
4
Corporations
2.1%
10
5
Charitable
0.4%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$217Mas of March 12, 2026
Discretionary81.1%
$176M
81% of total RAUM81.1%
Non-discretionary18.9%
$41M
19% of total RAUM18.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$217M
Total Accounts471
10Y AUM Change+$99M (+83.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee79:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.