A
CRD: 308409
Analogous Investment Management Limited Liability Company
$7.5M Total AUM
$7.5M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-11-2020
- Office Locations
- 1
Office Locations
-- Anchorage AK
About Analogous Investment Management Limited Liability Company
Analogous Investment Management (Anchorage, AK) is a boutique RIA providing goal-based financial planning and ongoing portfolio advice for retail clients. Portfolios primarily use public funds, investment-grade corporate bonds and ETFs with a risk-management orientation. Custodies at Charles Schwab & Co. and supports client education with articles and planning calculators.
Team overview
-- AVG AGE
$7.5M AVG AUM / ADVISOR
$539.3K AVG AUM / CLIENT
6.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
J
Jeffrey Turner
Financial Advisor, Managing Member, PRINCIPAL
- CRD
- #7247395
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,549,659 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,549,659 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Corporate - Investment Grade:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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