THE PROPER ANALYSIS CORPORATION

BEACHWOOD, Ohio·3 registered advisors·CRD# 110615
SEC# 801-429830216-595-3842
01

Firm Overview

AUM
$292M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Other: FIXED FEE FOR ADVISING PLAN SPONSER OF 401K
03

Specialties

Investment Management
04

Advisors at THE PROPER ANALYSIS CORPORATION

3 registered advisors
Anne Peterson Ogan
BEACHWOOD, Ohio
Jordan Bradley-Lucien Strah
BEACHWOOD, Ohio
William David Proper
BEACHWOOD, Ohio
05

Office Locations

BEACHWOOD, Ohio
3 advisors

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Data sourced from SEC Form ADV filings. THE PROPER ANALYSIS CORPORATION (CRD# 110615) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.