Analyticedge Finance

Overview

Analyticedge Finance is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm positions itself as a capital allocator serving both individuals and families as well as institutional clients. Its service mix combines advisory and insurance activities: financial planning, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars/workshops, alongside insurance brokerage capabilities. Fee arrangements are flexible and include percentage-of-AUM charges, fixed fees and other fee structures. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices