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Daniel Mason Hart

APS MANAGEMENT GROUP, INC.·TORRANCE, California
Unclaimed Profile
3625 DEL AMO BLVD, TORRANCE, CA 90503CRD# 7230264Firm CRD# 284697
01

About

Daniel Mason Hart is a registered financial advisor based in TORRANCE, California, affiliated with APS MANAGEMENT GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
APS MANAGEMENT GROUP, INC.
ADVANCED PORTFOLIO STRATEGIES
AUM
$128M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at APS MANAGEMENT GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7230264
Firm CRD# 284697
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Mason Hart offer?
Daniel Mason Hart specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TORRANCE, California for a consultation.
What are Daniel Mason Hart's credentials?
Daniel Mason Hart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Mason Hart located?
Daniel Mason Hart is based in TORRANCE, California, working with APS MANAGEMENT GROUP, INC.. Their office serves clients in the TORRANCE metropolitan area and surrounding communities.
How does Daniel Mason Hart charge for services?
Daniel Mason Hart's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is APS MANAGEMENT GROUP, INC.?
APS MANAGEMENT GROUP, INC. has approximately 6 employees and manages $128M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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