Financial Analytics, LLC
Firm details
- Headquarters
- ,
- CRD number
- 287749
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Financial Analytics, LLC is an independent, Florida-registered investment advisory LLC that serves individual and family clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and also uses hourly billing for certain services. In addition to advisory services, Financial Analytics operates as a registered representative of a broker-dealer and as an insurance broker, which aligns with its use of annuities and insurance-related products in client solutions.
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 Equities69%
- Exchange Traded Equities21%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations