Portfolio Analytics Inc (Southfield)

Name: Portfolio Analytics Inc
Address: 26877 Northwestern Highway, Southfield, MI, 48033 8417
Telephone: 248-357-3990

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.

Portfolio Analytics: assets under management

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.

Fees & Commissions

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.

Careers at Portfolio Analytics Inc

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Elizabeth Bishop Kelly	Secretary/treasurer	1 Oct 1996	25% - 50%	4355761
James David Wetzel	President	1 Oct 1996	50% - 75%	1154055
Sean Patrick Kelly	Vice president	1 Oct 1996	Other	1036888
Brett William Hazen	Managing consultant	1 Jul 2001	Other	1907939
Elizabeth Bishop Kelly	President, secretary/treasurer	1 Aug 2003	50% - 75%	4355761
Sean Patrick Kelly	Vice president	1 Aug 2003	25% - 50%	1036888
Brett William Hazen	Vice president	1 Aug 2003	Other	1907939
Elizabeth Bishop Kelly	Secretary/treasurer	1 Jan 2004	25% - 50%	4355761
Sean Patrick Kelly	President	1 Jan 2004	50% - 75%	1036888
Brett William Hazen	Vice president	1 Jan 2004	Other	1907939
Elizabeth Bishop Kelly	Chief compliance officer/secretary/treasurer	1 Jan 2005	25% - 50%	4355761
Elizabeth Bishop Kelly	Chief compliance officer/secretary/treasurer	1 Dec 2005	Other	4355761
Sean Patrick Kelly	Executive vice president	1 Dec 2006	Other	1036888
Sean Christopher Jordan	President, chief executive officer	1 Dec 2006	50% - 75%	3052479
Christopher Jason Kuhn	Chief investment officer	1 Mar 2007	Other	2501387

Based in Southfield

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.