I
$21.9M Total AUM
$21.9M Disc. AUM
-- 3Y CAGR
3 Employees
37 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- MomentumEagle element +more
- Established Date
- 12-01-2021
- Office Locations
- 1
Office Locations
725 Delta AVE Cincinnati OH
About Investment Analytics, LLC
Investment Analytics, LLC is a Cincinnati-based RIA. The firm has been operating for 4 years. Managing $21.9M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Wells Fargo. Services offered include Business Succession, Insurance, Life Insurance.
Team overview
-- AVG AGE
$7.3M AVG AUM / ADVISOR
$592.7K AVG AUM / CLIENT
3.9 yrs AVG TENURE
3 Employees
3 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Optima wave Zenith Delta horizon Peak matrix Insight
Custodian
Ember alpha
Investment Themes
Prime Crest value Meridian
Investment Vehicles
Unison prime
Services
Value Pathway Foundation Quantum ridge
Technology
Crest insight Prime vector Timber
Owner & Executives
PETER S BARRETT
Chief Executive Officer, Owner
- CRD
- #5248915
- Ownership
- 75% or more
(946) 764-1856
alpha.unison@elementcapital.com
in linkedin.com/in/ridge-eagle
Christian Davis Matix
Chief Compliance Officer, Chief Operating Officer
- CRD
- --
- Ownership
- Less than 5%
(531) 780-7145
ridge.quantum@fusioncapital.com
in linkedin.com/in/alpha-harbor
Showing 2 of 2 owners & executives
Unlock allContacts
L
Lee Bower
--
- CRD
- #7668904
(251) 486-5436
focus.atlas@meridiancapital.com
in linkedin.com/in/vector-peak
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,925,780 | -- |
| Non-Discretionary | $4,123 | -- |
| Total | $21,929,903 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,929,903
Other:
45.1% Cash:
39.8% Equity - Exchange:
15.1% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $2,641,305,167 | 45.1% |
| Cash | $2,330,907,885 | 39.8% |
| Equity - Exchange | $884,339,424 | 15.1% |
| Total | $5,856,552,476 | 100.0% |