This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 30 clients, or 15 clients per representative. That equates to $3.0M in reported AUM per client.
The profile lists 2 reported office locations and 18 years in operation. The source data was last updated on January 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review I2I Analytics, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full I2I Analytics, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $90,247,772 | -- |
| Non-Discretionary | $0 | -- |
| Total | $90,247,772 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
I2I Analytics, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
Continue browsing