THE PROPER ANALYSIS CORPORATION
CRD #110615 SEC #801-42983 BEACHWOOD, OH 216-595-3842
SEC Registered
Total AUM
$291.6M
Discretionary
$286.7M
Employees
4
Clients
11
Accounts
713
Firm Details
- Organization Type
- Corporation
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 31, 2019
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ANDERSON, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | |
| OGAN, ANNE, PETERSON | I | CHIEF INVESTMENT OFFICER | NA | |
| OGAN, ANNE, PETERSON | I | CHIEF INVESTMENT OFFICER | NA | |
| OGAN, ANNE, PETERSON | I | CHIEF INVESTMENT OFFICER | NA | |
| OGAN, ANNE, PETERSON | I | CHIEF INVESTMENT OFFICER | NA | |
| OGAN, ANNE, PETERSON | I | CHIEF INVESTMENT OFFICER | NA | |
| OGAN, ANNE, PETERSON | I | CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | NA | |
| STRAH, JORDAN, BRADLEY-LUCIEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| TURKISHER, LAUREN, KEATING | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | |
| TURKISHER, LAUREN, KEATING | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | |
| TURKISHER, LAUREN, KEATING | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | |
| PROPER, WILLIAM, DAVID | I | CHAIRMAN | E | Control |
| PROPER, WILLIAM, DAVID | I | CHAIRMAN | E | Control |
| PROPER, WILLIAM, DAVID | I | PRESIDENT, PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| PROPER, WILLIAM, DAVID | I | CHAIRMAN, PRINCIPAL, CHIEF COMPLIANCE OFFICER | E | Control |
| PROPER, WILLIAM, DAVID | I | PRESIDENT/PRINCIPAL | E | Control |
| PROPER, WILLIAM, DAVID | I | PRESIDENT/PRINCIPAL | E | Control |
| PROPER, WILLIAM, DAVID | I | CHAIRMAN | D | Control |
| PROPER, WILLIAM, DAVID | I | CHAIRMAN | D | Control |
| PROPER, WILLIAM, DAVID | I | CHAIRMAN | D | Control |
| PROPER, WILLIAM, DAVID | I | CHAIRMAN | D | Control |
| PROPER, WILLIAM, DAVID | I | CHAIRMAN | D | Control |
| PROPER, WILLIAM, DAVID | I | CHAIRMAN | D | Control |
| PROPER, WILLIAM, DAVID | I | CHAIRMAN | D | Control |
| PROPER, WILLIAM, DAVID | I | C.P.A. | D | Control |
| PROPER, WILLIAM, DAVID | I | CHAIRMAN | D | Control |
| PROPER, WILLIAM, DAVID | I | CHAIRMAN | D | Control |
| PROPER, WILLIAM, DAVID | I | CHAIRMAN | D | Control |
| PROPER, WILLIAM, DAVID | I | CHAIRMAN | D | Control |
| PROPER, WILLIAM, DAVID | I | CHAIRMAN | D | Control |
| PROPER, WILLIAM, DAVID | I | CHAIRMAN | D | Control |
| PROPER, WILLIAM, DAVID | I | CHAIRMAN | D | Control |
| PROPER, WILLIAM, DAVID | I | CHAIRMAN | D | Control |
| PROPER, WILLIAM, DAVID | I | CHAIRMAN | D | Control |
| OGAN, ANNE, PETERSON | I | PRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| OGAN, ANNE, PETERSON | I | PRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| OGAN, ANNE, PETERSON | I | PRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| OGAN, ANNE, PETERSON | I | PRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| OGAN, ANNE, PETERSON | I | PRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| OGAN, ANNE, PETERSON | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | C | Control |
| OGAN, ANNE, PETERSON | I | PRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| OGAN, ANNE, PETERSON | I | C.F.A. | C | Control |
| OGAN, ANNE, PETERSON | I | PRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| OGAN, ANNE, PETERSON | I | PRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| OGAN, ANNE, PETERSON | I | PRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| OGAN, ANNE, PETERSON | I | PRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| OGAN, ANNE, PETERSON | I | PRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| OGAN, ANNE, PETERSON | I | PRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| OGAN, ANNE, PETERSON | I | PRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| OGAN, ANNE, PETERSON | I | PRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| OGAN, ANNE, PETERSON | I | PRESIDENT, CHIEF INVESTMENT OFFICER | C | Control |
Registrations
Federal
IA
May 31, 2019 REGISTERED
Notice Filings (7)
AZ CA FL IL NY OH TX
Address
3201 ENTERPRISE PARKWAYSUITE 320
BEACHWOOD, OH 44122-4640
United States
Phone: 216-595-3842