Investment adviser · CRD 110615
THE PROPER ANALYSIS CORPORATION
Investment adviser filing (IA)
BEACHWOOD, OH, United States · Form ADV filed May 31, 2019
- Regulatory AUM
- $292M Form ADV · Item 5.F
- Client accounts
- 713 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 61 | $210,039,240 | 72.0% |
| Individuals | 196 | $61,795,061 | 21.2% |
| Retirement plans | 6 | $19,801,283 | 6.8% |
Filing source
Form ADV 1324388 · May 31, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 31, 2019. View historical filings
Reported services
Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
3201 ENTERPRISE PARKWAY, SUITE 320BEACHWOOD, OH, 44122-4640, United States
CRD 110615
Filing source
Form ADV 1324388 · May 31, 2019 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.