Analogous Investment Management Limited Liability Company
RIAState Registered
Total AUM
$7.5M
Discretionary
$7.5M
100% of AUM
Avg account
$280K
Accounts
27
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 308409
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals57.1%
- HNWI42.9%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Analogous Investment Management Limited Liability Company is an independent registered investment adviser organized as an LLC and owned by an individual. The firm advises individual and family clients and small businesses, providing discretionary portfolio management on a fee based on assets under management. Its ADV indicates it does not serve as a capital allocator, is not positioned as an ESG-focused manager, and is not identified as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds38%
- Investment Grade Corp Bonds36%
- Exchange Traded Equities23%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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