Richard
Boutin

Aps Labs, LLC

CRD#2940916
Investment Advisor
in Winnetka, IL

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About this Advisor

Richard Boutin is a financial advisor operating in Winnetka, Illinois with a total of 7 years of relevant experience. Boutin is an advisor for Aps Labs, LLC. They have worked at Aps Labs, Llc for their total career. Boutin has a Series 65 license, which qualifies them as an investment advisor representative, and can advise clients in California and Illinois. Aps Labs, LLC is a firm operating in Winnetka, Illinois. It has just three financial advisors. It controls $100 million in assets under management between its 74 accounts, placing it among the smaller firms in the country by assets under management. The firm advises three charities and foundations. Of its 74 accounts, 74% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Aps Labs, LLC provides a set of services, such as portfolio management for individuals and small businesses and selection of other advisers. Financial management fees largely are based on which services the firm provides the client. However, fee types charged by Aps Labs, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

7 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

Winnetka, IL

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Aps Labs, LLC Brokerage Details

Total Assets Under Management

$100,000,000

Total Number of Employees

3

Total Number of Accounts

74

Average Account Size

$1,351,351

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Richard Boutin Work History

Richard has been registered as a financial advisor for 7 years.*

1996 - 2014 (18 years)

Santa Barbara Asset Management

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Richard Boutin 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 Aps Labs, LLC

Daniel Wanzenberg
Winnetka, IL
Richard Boutin
Winnetka, IL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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