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
Company Details
- Employees
- 1
- Founded
- -
- Address
- P O Box 1623, Suite 203,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- apa-ria.com
- Keywords
- Back Office Support for Independent Advisors, Bundled Technology Platform, CRM, Performance Reporting, Comprehensive Compliance + E&O Insurance, Complete SEC Registration, ADV Maintenance, Choice of Custodians Diversified Products.
- HQ
- La Quinta, CA
Advanced Practice Advisors, Llc Questions
Advanced Practice Advisors, Llc's website is apa-ria.com
Advanced Practice Advisors, Llc's LinkedIn profile is https://www.linkedin.com/company/advanced-practice-advisors-llc-ria
Advanced Practice Advisors, Llc has
1 employees.
View email and phone details for 1
employees at Advanced Practice Advisors, Llc.
Advanced Practice Advisors, Llc's industry is
Financial Services
Advanced Practice Advisors, Llc's top competitors are
Cowan, Debaets, Abrahams & Sheppard Llp,
Weaver Consulting Group,
Mitchell Silberberg & Knupp Llp,
Investor Choice Advocates Network.
Advanced Practice Advisors, Llc's categories are Financial Services
Advanced Practice Advisors, Llc's founding year is 2010
