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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-21-2007
- Office Locations
- 2
Office Locations
About I2I Analytics, LLC
i2i Analytics is a fee-only RIA providing customized wealth management and discretionary portfolio management for affluent and high-net-worth families and retirees. Portfolios are built around risk-aware asset allocation using mutual funds and ETFs, with optional ESG/SRI approaches. Led by former Chicago Board Options Exchange traders, the firm applies options strategies for income and risk management, including helping clients transition or hedge concentrated stock positions.
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Custodian
Investment Themes
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Owner & Executives
ANTHONY KEVIN HOUSE
President
- CRD
- #5030489
- Ownership
- 50% but less than 75%
DANE RUTSTEIN
Chief Compliance Officer, Senior Wealth Manager, Vice President
- CRD
- #1184918
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $90,247,772 | -- |
| Non-Discretionary | $0 | -- |
| Total | $90,247,772 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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