Advanced Portfolio Strategies

Firm record

As recorded in SEC IAPD

Firm CRD

284697

SEC number

801-129062

Firm type

RIA

Assets under management

$217.4M as of Mar 12, 2026

Website

www.instagram.com/advancedportfolios ↗

Phone

(310) 776-6549

Address

3625 Del Amo Blvd, Torrance, CA, 90503

Advisors at this firm

9 in our index · page 1 of 1

• Daniel Roy BennettCRD 2225959 · Torrance, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Benjamin Samuel Shapiro CastilloCRD 7764763 · Torrance, CA
  IA Registered
• Samuel FordCRD 7691171 · Torrance, CA
  IA Registered
• Daniel Mason HartCRD 7230264 · Torrance, CA
  IA Registered
• Hirohisa James IsogawaCRD 4225957 · Torrance, CA
  IA RegisteredRegistration inactive
• Glen Alan MichelCRD 4903181 · Torrance, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Thomas SneedCRD 2001316 · Evanston, IL
  IA Registered
• Emma Louise TimmCRD 7642405 · Torrance, CA
  IA Registered
• Norikazu YamaguchiCRD 5683935 · Torrance, CA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.