Investment Analytics, LLC

RIASEC Registered

Total AUM

$21.9M

Discretionary

$21.9M

100% of AUM

Avg account

$332K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Cincinnati, Ohio
CRD number: 321918
Website: www.investmentanalytics.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals81.7%
HNWI18.07%
Charitable Organizations0.22%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Investment Analytics, LLC operates as a privately owned limited liability company that functions as a capital allocator for a mix of individual, family and institutional clients. The firm charges fees as a percentage of assets under management and also offers hourly advisory engagements. Its advisory services focus on discretionary portfolio management for individuals and small businesses, portfolio management for business and institutional clients, selection of third‑party advisers, and educational seminars or workshops. The firm does not identify as an active ESG investor and is not registered as a multi‑state adviser.