Advanced Portfolio Strategies

Overview

Advanced Portfolio Strategies is an SEC registered investment adviser based in Torrance, CA, registered since 2016. It reports $217M in assets under management across 471 accounts, with 6 employees. It has 9 investment adviser representatives.

Reported AUM

$217M

Discretionary

81%

Accounts

471

Average account

$462K

Employees

6

Advisory reps

9

Registered since

2016

Jurisdictions

4

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Daniel Roy Bennett President, Chief Compliance Officer CRD 2225959
• Glen Alan Michel Co-President CRD 4903181
• Daniel Mason Hart Partner CRD 7230264

Advisory reps 3 of 9

• Daniel Roy Bennett Insurance Agent · Investment Adviser Rep CRD 2225959
• Benjamin Samuel Shapiro Castillo Insurance Agent · Investment Adviser Rep CRD 7764763
• Samuel Ford Investment Adviser Rep CRD 7691171

6 more advisory reps, with emails, phones and branch locations

Location

Headquarters

3625 Del Amo Blvd Ste 190
Torrance, CA 90503

County

Los Angeles

Metro area

Los Angeles-Long Beach-Anaheim, CA

Region

West

Registrations

• SEC registered
• Registered in 4 jurisdictions

Every state, with registration dates

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