# Advanced Portfolio Design, LLC

> Advanced Portfolio Design, LLC is a state-registered investment advisory firm in Westford, MA, registered since 2006, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 141727
- Filed as: ADVANCED PORTFOLIO DESIGN, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Westford, MA
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/141727
- AdvisorCensus page: https://advisorcensus.com/firm/advanced-portfolio-design-llc-westford-ma-141727

## Quick answers

**How is Advanced Portfolio Design, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Advanced Portfolio Design, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Advanced Portfolio Design, LLC located?**
Advanced Portfolio Design, LLC's principal office is in Westford, MA, according to its Form ADV.

**Is Advanced Portfolio Design, LLC registered with the SEC or a state?**
Advanced Portfolio Design, LLC is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 141727.

**How much does Advanced Portfolio Design, LLC manage?**
Advanced Portfolio Design, LLC reports $100,095,000 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (57% discretionary).

**What types of clients does Advanced Portfolio Design, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (49); high net worth individuals (31).

**Does Advanced Portfolio Design, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/141727

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $100,095,000
- Discretionary: $57,518,000
- Non-discretionary: $42,577,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 49 | $25,464,000 |
| High net worth individuals | 31 | $74,631,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2006 (20 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, LA, MA, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- advancedportfoliodesign.com
- feeonlynetwork.com/financial-advisor/peter-canniff
- napfa.org/firm/5619/5944
- paladinregistry.com/financial-advisor/westford/massachusetts/peter-canniff
- plannersearch.org/financial-advisor/peter-j-canniff
- yelp.com/biz/advanced-portfolio-design-westford-5
- Facebook @ADVANCEDPORTFOLIODESIGNLLC

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Advanced Portfolio Design, LLC (CRD 141727): Form ADV filing data as of October 2026.