ADVANCED PRACTICE ADVISORS, LLC
CRD #154084 SEC #801-71514 LA QUINTA, CA 760.564.0112
SEC Registered
Total AUM
$21.2M
Discretionary
$21.2M
Employees
2
Clients
0
Accounts
88
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2018 | $21.2M | $21.2M | $0 | 2 | 0 |
| Aug 2018 | $21.2M | $21.2M | $0 | 2 | 0 |
| Aug 2018 | $21.2M | $21.2M | $0 | 2 | 0 |
| Aug 2018 | $21.2M | $21.2M | $0 | 2 | 0 |
| Aug 2018 | $21.2M | $21.2M | $0 | 2 | 0 |
| Aug 2018 | $21.2M | $21.2M | $0 | 2 | 0 |
| Jul 2018 | $21.2M | $21.2M | $0 | 2 | 0 |
| Jul 2018 | $21.2M | $21.2M | $0 | 2 | 0 |
| Jul 2018 | $21.2M | $21.2M | $0 | 2 | 0 |
| Jul 2018 | $21.2M | $21.2M | $0 | 2 | 0 |
| Jun 2018 | $40.7M | $40.7M | $0 | 2 | 0 |
| May 2018 | $39M | $39M | $0 | 4 | 0 |
| May 2018 | $39M | $39M | $0 | 4 | 0 |
| Mar 2018 | $96.1M | $96.1M | $0 | 8 | 0 |
| Mar 2018 | $96.1M | $96.1M | $0 | 8 | 0 |
| Aug 2017 | $112.9M | $112.9M | $0 | 8 | 300 |
| Jun 2017 | $112.9M | $112.9M | $0 | 10 | 300 |
| Mar 2017 | $112.9M | $112.9M | $0 | 12 | 300 |
| Mar 2017 | $112.9M | $112.9M | $0 | 12 | 300 |
| Jan 2017 | $147.7M | $143.3M | $4.4M | 9 | 300 |
| Dec 2016 | $147.7M | $143.3M | $4.4M | 9 | 300 |
| Aug 2016 | $147.7M | $143.3M | $4.4M | 9 | 300 |
| Jun 2016 | $147.7M | $143.3M | $4.4M | 9 | 300 |
| Apr 2016 | $147.7M | $143.3M | $4.4M | 8 | 300 |
| Feb 2016 | $147.7M | $143.3M | $4.4M | 8 | 300 |
| Feb 2016 | $108.5M | $107M | $1.4M | 7 | 300 |
| Jan 2016 | $108.5M | $107M | $1.4M | 7 | 300 |
| Jan 2016 | $108.5M | $107M | $1.4M | 7 | 300 |
| Jan 2016 | $108.5M | $107M | $1.4M | 7 | 300 |
| Jan 2016 | $108.5M | $107M | $1.4M | 7 | 300 |
| Nov 2015 | $108.5M | $107M | $1.4M | 7 | 300 |
| Nov 2015 | $108.5M | $107M | $1.4M | 7 | 300 |
| Sep 2015 | $108.5M | $107M | $1.4M | 7 | 300 |
| Sep 2015 | $108.5M | $107M | $1.4M | 7 | 300 |
| Apr 2015 | $108.5M | $107M | $1.4M | 7 | 300 |
| Mar 2015 | $102.5M | $101.2M | $1.3M | 7 | 300 |
| Nov 2014 | $102.1M | $101.1M | $1M | 7 | 300 |
| Aug 2014 | $109.3M | $109.3M | $0 | 7 | 300 |
| Aug 2014 | $109.3M | $109.3M | $0 | 7 | 300 |
| Aug 2014 | $263M | $197.3M | $65.8M | 6 | 300 |
| Jul 2014 | $263M | $197.3M | $65.8M | 6 | 300 |
| Jun 2014 | $263M | $197.3M | $65.8M | 6 | 300 |
| Jun 2014 | $263M | $197.3M | $65.8M | 6 | 300 |
| Jun 2014 | $263M | $197.3M | $65.8M | 6 | 300 |
| Jun 2014 | $263M | $197.3M | $65.8M | 6 | 300 |
| Jun 2014 | $263M | $197.3M | $65.8M | 6 | 300 |
| Jun 2014 | $263M | $197.3M | $65.8M | 6 | 300 |
| Jun 2014 | $263M | $197.3M | $65.8M | 5 | 300 |
| Jun 2014 | $263M | $197.3M | $65.8M | 5 | 300 |
| Apr 2014 | $263M | $197.3M | $65.8M | 5 | 300 |
| Mar 2014 | $263M | $197.3M | $65.8M | 5 | 300 |
| Mar 2014 | $219.2M | $164.4M | $54.8M | 7 | 312 |
| Feb 2014 | $219.2M | $164.4M | $54.8M | 7 | 312 |
| Jan 2014 | $219.2M | $164.4M | $54.8M | 7 | 312 |
| Dec 2013 | $219.2M | $164.4M | $54.8M | 7 | 312 |
| Nov 2013 | $219.2M | $164.4M | $54.8M | 7 | 312 |
| Jul 2013 | $219.2M | $164.4M | $54.8M | 7 | 312 |
| May 2013 | $219.2M | $164.4M | $54.8M | 7 | 312 |
| Apr 2013 | $219.2M | $164.4M | $54.8M | 0 | 312 |
| Mar 2013 | $219.2M | $164.4M | $54.8M | 0 | 312 |
| Mar 2013 | $219.2M | $164.4M | $54.8M | 0 | 312 |
| Mar 2013 | $103.4M | $77.1M | $26.3M | 1 | 280 |
| Feb 2013 | $103.4M | $77.1M | $26.3M | 1 | 280 |
| Oct 2012 | $103.4M | $77.1M | $26.3M | 1 | 280 |
| Sep 2012 | $103.4M | $77.1M | $26.3M | 1 | 280 |
| Aug 2012 | $103.4M | $77.1M | $26.3M | 1 | 280 |
| May 2012 | $103.4M | $77.1M | $26.3M | 1 | 280 |
| May 2012 | $103.4M | $77.1M | $26.3M | 1 | 280 |
| May 2012 | $103.4M | $77.1M | $26.3M | 1 | 280 |
| May 2012 | $103.4M | $77.1M | $26.3M | 1 | 280 |
| Apr 2012 | $103.4M | $77.1M | $26.3M | 1 | 280 |
| Mar 2012 | $103.4M | $77.1M | $26.3M | 1 | 280 |
| Mar 2012 | $103.4M | $77.1M | $26.3M | 1 | 280 |
| May 2011 | $70M | $44M | $26M | 5 | -- |
| May 2011 | $70M | $44M | $26M | 5 | -- |
| Apr 2011 | $70M | $44M | $26M | 5 | -- |
| Feb 2011 | $70M | $44M | $26M | 5 | -- |
| Feb 2011 | $70M | $44M | $26M | 5 | -- |
| Oct 2010 | $26M | $26M | $0 | 5 | -- |
| Oct 2010 | $0 | $0 | $0 | 5 | -- |
| Oct 2010 | $0 | $0 | $0 | 5 | -- |
| Aug 2010 | $0 | $0 | $0 | 5 | -- |
| Jun 2010 | $0 | $0 | $0 | 5 | -- |
| May 2010 | $0 | $0 | $0 | 5 | -- |
DateOct 2018
Total AUM$21.2M
Discretionary$21.2M
Non-Disc.$0
Employees2
Clients0
DateAug 2018
Total AUM$21.2M
Discretionary$21.2M
Non-Disc.$0
Employees2
Clients0
DateAug 2018
Total AUM$21.2M
Discretionary$21.2M
Non-Disc.$0
Employees2
Clients0
DateAug 2018
Total AUM$21.2M
Discretionary$21.2M
Non-Disc.$0
Employees2
Clients0
DateAug 2018
Total AUM$21.2M
Discretionary$21.2M
Non-Disc.$0
Employees2
Clients0
DateAug 2018
Total AUM$21.2M
Discretionary$21.2M
Non-Disc.$0
Employees2
Clients0
DateJul 2018
Total AUM$21.2M
Discretionary$21.2M
Non-Disc.$0
Employees2
Clients0
DateJul 2018
Total AUM$21.2M
Discretionary$21.2M
Non-Disc.$0
Employees2
Clients0
DateJul 2018
Total AUM$21.2M
Discretionary$21.2M
Non-Disc.$0
Employees2
Clients0
DateJul 2018
Total AUM$21.2M
Discretionary$21.2M
Non-Disc.$0
Employees2
Clients0
DateJun 2018
Total AUM$40.7M
Discretionary$40.7M
Non-Disc.$0
Employees2
Clients0
DateMay 2018
Total AUM$39M
Discretionary$39M
Non-Disc.$0
Employees4
Clients0
DateMay 2018
Total AUM$39M
Discretionary$39M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$96.1M
Discretionary$96.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$96.1M
Discretionary$96.1M
Non-Disc.$0
Employees8
Clients0
DateAug 2017
Total AUM$112.9M
Discretionary$112.9M
Non-Disc.$0
Employees8
Clients300
DateJun 2017
Total AUM$112.9M
Discretionary$112.9M
Non-Disc.$0
Employees10
Clients300
DateMar 2017
Total AUM$112.9M
Discretionary$112.9M
Non-Disc.$0
Employees12
Clients300
DateMar 2017
Total AUM$112.9M
Discretionary$112.9M
Non-Disc.$0
Employees12
Clients300
DateJan 2017
Total AUM$147.7M
Discretionary$143.3M
Non-Disc.$4.4M
Employees9
Clients300
DateDec 2016
Total AUM$147.7M
Discretionary$143.3M
Non-Disc.$4.4M
Employees9
Clients300
DateAug 2016
Total AUM$147.7M
Discretionary$143.3M
Non-Disc.$4.4M
Employees9
Clients300
DateJun 2016
Total AUM$147.7M
Discretionary$143.3M
Non-Disc.$4.4M
Employees9
Clients300
DateApr 2016
Total AUM$147.7M
Discretionary$143.3M
Non-Disc.$4.4M
Employees8
Clients300
DateFeb 2016
Total AUM$147.7M
Discretionary$143.3M
Non-Disc.$4.4M
Employees8
Clients300
DateFeb 2016
Total AUM$108.5M
Discretionary$107M
Non-Disc.$1.4M
Employees7
Clients300
DateJan 2016
Total AUM$108.5M
Discretionary$107M
Non-Disc.$1.4M
Employees7
Clients300
DateJan 2016
Total AUM$108.5M
Discretionary$107M
Non-Disc.$1.4M
Employees7
Clients300
DateJan 2016
Total AUM$108.5M
Discretionary$107M
Non-Disc.$1.4M
Employees7
Clients300
DateJan 2016
Total AUM$108.5M
Discretionary$107M
Non-Disc.$1.4M
Employees7
Clients300
DateNov 2015
Total AUM$108.5M
Discretionary$107M
Non-Disc.$1.4M
Employees7
Clients300
DateNov 2015
Total AUM$108.5M
Discretionary$107M
Non-Disc.$1.4M
Employees7
Clients300
DateSep 2015
Total AUM$108.5M
Discretionary$107M
Non-Disc.$1.4M
Employees7
Clients300
DateSep 2015
Total AUM$108.5M
Discretionary$107M
Non-Disc.$1.4M
Employees7
Clients300
DateApr 2015
Total AUM$108.5M
Discretionary$107M
Non-Disc.$1.4M
Employees7
Clients300
DateMar 2015
Total AUM$102.5M
Discretionary$101.2M
Non-Disc.$1.3M
Employees7
Clients300
DateNov 2014
Total AUM$102.1M
Discretionary$101.1M
Non-Disc.$1M
Employees7
Clients300
DateAug 2014
Total AUM$109.3M
Discretionary$109.3M
Non-Disc.$0
Employees7
Clients300
DateAug 2014
Total AUM$109.3M
Discretionary$109.3M
Non-Disc.$0
Employees7
Clients300
DateAug 2014
Total AUM$263M
Discretionary$197.3M
Non-Disc.$65.8M
Employees6
Clients300
DateJul 2014
Total AUM$263M
Discretionary$197.3M
Non-Disc.$65.8M
Employees6
Clients300
DateJun 2014
Total AUM$263M
Discretionary$197.3M
Non-Disc.$65.8M
Employees6
Clients300
DateJun 2014
Total AUM$263M
Discretionary$197.3M
Non-Disc.$65.8M
Employees6
Clients300
DateJun 2014
Total AUM$263M
Discretionary$197.3M
Non-Disc.$65.8M
Employees6
Clients300
DateJun 2014
Total AUM$263M
Discretionary$197.3M
Non-Disc.$65.8M
Employees6
Clients300
DateJun 2014
Total AUM$263M
Discretionary$197.3M
Non-Disc.$65.8M
Employees6
Clients300
DateJun 2014
Total AUM$263M
Discretionary$197.3M
Non-Disc.$65.8M
Employees6
Clients300
DateJun 2014
Total AUM$263M
Discretionary$197.3M
Non-Disc.$65.8M
Employees5
Clients300
DateJun 2014
Total AUM$263M
Discretionary$197.3M
Non-Disc.$65.8M
Employees5
Clients300
DateApr 2014
Total AUM$263M
Discretionary$197.3M
Non-Disc.$65.8M
Employees5
Clients300
DateMar 2014
Total AUM$263M
Discretionary$197.3M
Non-Disc.$65.8M
Employees5
Clients300
DateMar 2014
Total AUM$219.2M
Discretionary$164.4M
Non-Disc.$54.8M
Employees7
Clients312
DateFeb 2014
Total AUM$219.2M
Discretionary$164.4M
Non-Disc.$54.8M
Employees7
Clients312
DateJan 2014
Total AUM$219.2M
Discretionary$164.4M
Non-Disc.$54.8M
Employees7
Clients312
DateDec 2013
Total AUM$219.2M
Discretionary$164.4M
Non-Disc.$54.8M
Employees7
Clients312
DateNov 2013
Total AUM$219.2M
Discretionary$164.4M
Non-Disc.$54.8M
Employees7
Clients312
DateJul 2013
Total AUM$219.2M
Discretionary$164.4M
Non-Disc.$54.8M
Employees7
Clients312
DateMay 2013
Total AUM$219.2M
Discretionary$164.4M
Non-Disc.$54.8M
Employees7
Clients312
DateApr 2013
Total AUM$219.2M
Discretionary$164.4M
Non-Disc.$54.8M
Employees0
Clients312
DateMar 2013
Total AUM$219.2M
Discretionary$164.4M
Non-Disc.$54.8M
Employees0
Clients312
DateMar 2013
Total AUM$219.2M
Discretionary$164.4M
Non-Disc.$54.8M
Employees0
Clients312
DateMar 2013
Total AUM$103.4M
Discretionary$77.1M
Non-Disc.$26.3M
Employees1
Clients280
DateFeb 2013
Total AUM$103.4M
Discretionary$77.1M
Non-Disc.$26.3M
Employees1
Clients280
DateOct 2012
Total AUM$103.4M
Discretionary$77.1M
Non-Disc.$26.3M
Employees1
Clients280
DateSep 2012
Total AUM$103.4M
Discretionary$77.1M
Non-Disc.$26.3M
Employees1
Clients280
DateAug 2012
Total AUM$103.4M
Discretionary$77.1M
Non-Disc.$26.3M
Employees1
Clients280
DateMay 2012
Total AUM$103.4M
Discretionary$77.1M
Non-Disc.$26.3M
Employees1
Clients280
DateMay 2012
Total AUM$103.4M
Discretionary$77.1M
Non-Disc.$26.3M
Employees1
Clients280
DateMay 2012
Total AUM$103.4M
Discretionary$77.1M
Non-Disc.$26.3M
Employees1
Clients280
DateMay 2012
Total AUM$103.4M
Discretionary$77.1M
Non-Disc.$26.3M
Employees1
Clients280
DateApr 2012
Total AUM$103.4M
Discretionary$77.1M
Non-Disc.$26.3M
Employees1
Clients280
DateMar 2012
Total AUM$103.4M
Discretionary$77.1M
Non-Disc.$26.3M
Employees1
Clients280
DateMar 2012
Total AUM$103.4M
Discretionary$77.1M
Non-Disc.$26.3M
Employees1
Clients280
DateMay 2011
Total AUM$70M
Discretionary$44M
Non-Disc.$26M
Employees5
Clients--
DateMay 2011
Total AUM$70M
Discretionary$44M
Non-Disc.$26M
Employees5
Clients--
DateApr 2011
Total AUM$70M
Discretionary$44M
Non-Disc.$26M
Employees5
Clients--
DateFeb 2011
Total AUM$70M
Discretionary$44M
Non-Disc.$26M
Employees5
Clients--
DateFeb 2011
Total AUM$70M
Discretionary$44M
Non-Disc.$26M
Employees5
Clients--
DateOct 2010
Total AUM$26M
Discretionary$26M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--