Analytical Portfolio Solutions, LLC (Youngstown)

Analytical Portfolio Solutions, LLC is an adviser based in Youngstown. It manages $18 million of regulatory assets for 175 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Ohio and Pennsylvania.

Analytical Portfolio Solutions provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Analytical Portfolio Solutions: assets under management

The assets under management (AUM) of Analytical Portfolio Solutions, LLC is $18 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -52% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $18 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $102.86 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Analytical Portfolio Solutions, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Analytical Portfolio Solutions, LLC

Analytical Portfolio Solutions, LLC is owned by Charles Edward White. Jeffrey David Davies joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Charles Edward White	Owner	1 Jan 2003	75% - 100%	1541687
Jeffrey David Davies	Chief compliance officer	1 Sep 2005	75% - 100%	2277389

Based in Youngstown

The principal office where Analytical Portfolio Solutions, LLC performs its advisory services is located at 3530 Belmont Avenue #2, Youngstown, OH 44505, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.