Portfolio Analytics Inc is an investment adviser to a business development company based in Southfield. It manages $9 million of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and Michigan.
Portfolio Analytics provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Portfolio Analytics Inc is $9 million. The firm's AUM has gone down by -98% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Portfolio Analytics Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
James David Wetzel has been acting as President since 1 Oct 1996. Christopher Jason Kuhn has served as the Chief Investment Officer since 1 Mar 2007. Sean Patrick Kelly joined the executive team most recently as the Executive Vice President.
The principal office where Portfolio Analytics Inc performs its advisory services is located at 26877 Northwestern Highway, Southfield, MI 48033 8417, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 248-357-3990 or by fax 248-357-4396. The normal business hours are 9:00am - 4:00pm on Monday - Friday. You can find more information about the New York firm at www.portfolioanalytics.net.