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Building 2PROFESSIONAL ANALYSTS, LLC

Map pinBAY CITY, MI
Phone989-922-5564
NotebookSEC #801-62693
Total AUM
$24.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2370 DELTA RD.
BAY CITY
MI 48706-9340
United States
Operating Hours
8AM-5PM
MONDAY-THURSDAY
Phone
989-922-5564

ReceiptFinancials

Total AUM
$24.3M
Accounts
128
Discretionary
$0
Accounts
0
Non-Discretionary
$24.3M
Accounts
128

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FINANCIAL PLANNING WORKSHOPS

Shield checkCompliance

Disclosures

None reported

State Registrations
MI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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