Proper Analysis Corp (Beachwood)

Proper Analysis Corp is a large advisory firm based in Beachwood. It manages $190.1 million of regulatory assets for 973 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Florida, and 4 other states.

Proper Analysis Corp provides portfolio management for individuals and small businesses, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Proper Analysis Corp: assets under management

The assets under management (AUM) of Proper Analysis Corp is $190.1 million. The firm's AUM has grown by 69% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $178.9 million in discretionary accounts and $11.2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $184.62 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.8 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Proper Analysis Corp for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Proper Analysis Corp

William David Proper has been acting as President since 1 Dec 1993. William Robert Anderson joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William David Proper	C.p.a.	1 May 1967	50% - 75%	4357984
Anne Peterson Ogan	C.f.a.	1 Sep 1976	25% - 50%	824281
Anne Peterson Ogan	President and chief investment officer	1 Dec 1993	25% - 50%	824281
William David Proper	Chairman	1 Dec 1993	50% - 75%	4357984
William Allen Spetrino	Managing director	1 Dec 2002	Other	1240458
William Robert Anderson	Chief compliance officer	1 Aug 2004	Other	4518862

Based in Beachwood

The principal office where Proper Analysis Corp performs its advisory services is located at 3201 Enterprise Parkway, Beachwood, OH 44122 4640, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.