Co-President · Advanced Portfolio Strategies
Glen A. Michel
CRD 4903181 · Named on Form ADV at one SEC-registered adviser
At a glance
Advanced Portfolio Strategies, an SEC-registered wealth manager based in Torrance, CA with $217 million in regulatory assets, lists Glen A. Michel on its Form ADV as Co-President, a control person.
Firms and roles
- Advanced Portfolio StrategiesCo-PresidentWealth manager · Torrance, CA · $217M in regulatory assets
AtlasMembers
Glen’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Daniel R. BennettPresident and CCO, Advanced Portfolio Strategies
- Daniel M. HartPartner, Advanced Portfolio Strategies
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Glen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.