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.
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 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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Analytical Portfolio Solutions, LLC is owned by Charles Edward White. Jeffrey David Davies joined the executive team most recently as the Chief Compliance Officer.
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.
You can reach the main office by calling the phone number 330-759-9287 or by fax 330-759-4588. The normal business hours are 9:30 a.m. to 4:30 p.m. on Monday - Friday.