Financial Analytics, LLC

Overview

Financial Analytics, LLC is a small, independent registered investment adviser focused on individuals and families, with an owner-operated structure. The firm combines advisory services—financial planning and portfolio management for individuals and small businesses—with broker-dealer registered representative and insurance broker activities. That mix suggests advisors can deliver fee-based advice while also placing clients into brokerage and insurance products when appropriate. Investment activity shows a clear preference for equities, with a large portion of client assets held in non-exchange traded equity positions. The firm is not an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator or pension consultant. Fee arrangements are a blend of percentage of assets under management and hourly charges, consistent with a boutique practice that handles both ongoing portfolio management and stand-alone planning engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices