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Building 2PORTFOLIO ANALYTICS INC

Map pinSOUTHFIELD, MI
Phone248-357-3990
NotebookSEC #801-53157
Total AUM
$9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
26877 NORTHWESTERN HIGHWAY
SUITE 300
SOUTHFIELD
MI 48033-8417
USA
Operating Hours
9:00AM - 4:00PM
Monday - Friday
Phone
248-357-3990

ReceiptFinancials

Total AUM
$9M
Accounts
13
Discretionary
$0
Accounts
0
Non-Discretionary
$9M
Accounts
13

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementMarket TimingPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMI

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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