Analyticedge Finance

Overview

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