$22.4M Total AUM
$22.4M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-07-2015
- Office Locations
- 1
Office Locations
-- Excelsior MN
About Analytics Investment Advisors
Analytics Investment Advisors, LLC is a Minnesota-based asset manager providing wealth and risk management through separately managed accounts built primarily with ETFs. The firm targets long-term objectives with risk-aware portfolio construction and asset allocation. Led by President Richard C. Hoyt, PhD (Applied Economics), a frequent financial media source, and typically custodied at Schwab or Fidelity/NFS.
Team overview
-- AVG AGE
$22.4M AVG AUM / ADVISOR
$3.7M AVG AUM / CLIENT
5.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
R
RICHARD Comstock HOYT
Investment Advisor, President
- CRD
- #2803684
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,412,642 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,412,642 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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