Samuel
Ford

Advanced Portfolio Strategies

CRD#7691171
Investment Advisor
in Torrance, CA

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About this Advisor

Samuel Ford is a financial advisor based in Torrance, California, working with Advanced Portfolio Strategies. Samuel has previously held positions at Aps Management Group, Inc, Samuel Ford Law, Law Offices Of Linda J. Retz, Law Office Of Samuel Morison Ford, Cjk, and Hire Counsel. Samuel is registered to provide services in California. Currently, Samuel is part of Advanced Portfolio Strategies, which operates out of Torrance, California. The firm has 1 office and 7 employees. The firm manages assets totaling $127.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Advanced Portfolio Strategies includes asset-based, hourly, and fixed fees.

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3625 Del Amo Blvd Suite 190
Torrance, CA 90503

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Advanced Portfolio Strategies Brokerage Details

Total Assets Under Management

$127,745,322

CA Average: $7,578,581,321
Total Number of Employees

7

CA Average: 43
Total Number of Accounts

320

CA Average: 3,727
Average Account Size

$399,204

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Samuel Ford Work History

2022 - Present (2 years)

Aps Management Group, Inc

2020 - Present (4 years)

Samuel Ford Law

2017 - 2020 (3 years)

Law Offices Of Linda J. Retz

2016 - 2017 (1 year)

Cjk

2015 - 2016 (1 year)

Hire Counsel

2013 - 2017 (4 years)

Law Office Of Samuel Morison Ford

Disclosures

Please visit the SEC profile of Samuel Ford to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Advanced Portfolio Strategies

Gerwin De Haan
Torrance, CA
Samuel Ford
Torrance, CA
Thomas Sneed
Evanston, IL
Daniel Hart
Torrance, CA
Glen Michel
Torrance, CA
Daniel Bennett
Torrance, CA
Norikazu Yamaguchi
Torrance, CA
Hirohisa Isogawa
Torrance, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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