Analyticedge Finance
Firm details
- Headquarters
- ,
- CRD number
- 332962
- Website
- www.analyticedgefinance.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI96.31%
- Corporations / Businesses2.39%
- Individuals1.3%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Analyticedge Finance is a Texas-based limited liability company operating as an independent registered investment adviser that is state-registered in Texas. The firm is owned by an individual and positions itself as a capital allocator serving both individual and family clients as well as institutional relationships. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, pension consulting and adviser selection services, and educational seminars or workshops. Analyticedge also performs insurance brokerage activities and uses a mixed fee model — percentage of AUM, fixed fees and other fee arrangements. The firm does not identify itself as an active ESG investor.
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
- Non-Exchange Traded Equities73%
- Exchange Traded Equities20%
- Cash & Cash Equivalents7%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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