Advanced Practice Advisors, Llc

Description

• APA offers integrated, cloud-based back-office services to Independent Advisors. APA is a Registered Investment Advisor and adheres to the fiduciary standard of the Investment Advisors Act of 1940.APAs all-in-one platform is designed for Independent Advisors, CPAs, and Attorneys who want to offer financial services to their clients while keeping complete control of the relationship. APAs state-of-the-art, integrated platform is an immediate back office without the painstaking process of creating, building, or maintaining your own. Why reinvent the wheel? We provide a visionary cloud infrastructure, BRANDED IN YOUR NAME, including financial planning, fiduciary audits, complete compliance, the Xi Business Management System, (specific to the financial industry), E&O insurance, access to multiple custodians (Fidelity, Pershing, JP Morgan, MMS, TDA, Schwab), and administrative support. APA's cloud infrastructure allows you to work from any location within a secure, paperless system to streamline and automate your business. You can stay focused on all of your customer relationships while building your future. We do the rest. Check out or website at www.apa-ria.com or call Paul Spitzer 858-436-3862
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  Headquarters:Po Box 1623 , La Quinta, California, United States

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  Phone Number: +1 858-436-3862

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  Website: https://www.apa-ria.com

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  Employees:3

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  Revenue:$0 - 1M

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  Legal Name:Advanced Practice Advisors, Llc

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• |  NAICS Code: 561990  |

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