ANALYTICAL PORTFOLIO SOLUTIONS, LLC
CRD #125481 SEC #801-61858 YOUNGSTOWN, OH 330-759-4499
SEC Registered
Total AUM
$35.2M
Discretionary
$18M
Employees
5
Clients
0
Accounts
270
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 15, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DAVIES, JEFFREY, DAVID | I | CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIES, JEFFREY, DAVID | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WHITE, CHARLES, EDWARD | I | OWNER | E | Control |
| WHITE, CHARLES, EDWARD | I | OWNER | E | Control |
| WHITE, CHARLES, EDWARD | I | OWNER | E | Control |
| WHITE, CHARLES, EDWARD | I | OWNER | E | Control |
| WHITE, CHARLES, EDWARD | I | OWNER | E | Control |
Registrations
Federal
IA
Sep 15, 2005 REGISTERED
Notice Filings (4)
KS MO OH PA
Address
3530 BELMONT AVENUE #2YOUNGSTOWN, OH 44505
USA
Phone: 330-759-4499