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William David Proper

THE PROPER ANALYSIS CORPORATION·BEACHWOOD, Ohio
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3201 ENTERPRISE PARKWAY, BEACHWOOD, OH 44122-4640CRD# 4357984Firm CRD# 110615
01

About

William David Proper is a registered financial advisor based in BEACHWOOD, Ohio, affiliated with THE PROPER ANALYSIS CORPORATION. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
THE PROPER ANALYSIS CORPORATION
THE PROPER ANALYSIS CORPORATION
AUM
$292M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at THE PROPER ANALYSIS CORPORATION →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Other: FIXED FEE FOR ADVISING PLAN SPONSER OF 401K
Regulatory
SEC/IARD CRD# 4357984
Firm CRD# 110615
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William David Proper offer?
William David Proper specializes in Investment Management. Contact their office in BEACHWOOD, Ohio for a consultation.
What are William David Proper's credentials?
William David Proper is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William David Proper located?
William David Proper is based in BEACHWOOD, Ohio, working with THE PROPER ANALYSIS CORPORATION. Their office serves clients in the BEACHWOOD metropolitan area and surrounding communities.
How does William David Proper charge for services?
William David Proper's firm is compensated through percentage of aum, hourly charges, other: fixed fee for advising plan sponser of 401k. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE PROPER ANALYSIS CORPORATION?
THE PROPER ANALYSIS CORPORATION has approximately 4 employees and manages $292M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BEACHWOOD
Anne Peterson Ogan — THE PROPER ANALYSIS CORPORATIONCynthia Gardner Resch — CM WEALTH ADVISORS LLCNed Gregory Huffman — TURNCAP MANAGEMENT LLCJason Garret Bernzweig — ZELMAN CAPITAL, LLCAdam Howard Blumenthal — MGO ONE SEVEN LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)DUBLIN (93)AKRON (70)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
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