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Gerwin De haan

Advanced Portfolio Strategies

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About Gerwin De haan

Gerwin De Haan is an Investment Advisor Representative with Advanced Portfolio Strategies. Gerwin has been in the financial industry for many years. Gerwin holds a Series 65 license, which allows Gerwin to provide investment advice to clients. Gerwin has a background in finance and a passion for helping clients achieve their financial goals. Gerwin specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Gerwin is dedicated to providing clients with personalized and professional service.

Firm Information

Gerwin De haan is currently registered with Advanced Portfolio Strategies. Advanced Portfolio Strategies is an investment advisory firm based in Torrance, CA. The firm manages over $127 million in assets for individuals, corporations, and pension plans. Services include financial planning, pension consulting, educational seminars, and portfolio management. They are registered with the SEC and have a total of 4 licensed agents and 4 investment adviser representatives.
Advanced Portfolio Strategies

3625 DEL AMO BLVD

TORRANCE, CA 90503

$127.75M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gerwin De haan’s Registration & Firm History

CA

03/25/2024 - Present

Advanced Portfolio Strategies (TORRANCE CA)

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Licenses & Designations

IA

Issued 03/16/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gerwin De haan.
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