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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Prudential
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-16-1986
- Office Locations
- 1
Office Locations
About Professional Analysts, LLC
Professional Analysts, LLC is a Bay City, Michigan-based registered investment adviser providing financial planning and portfolio management, including tax and estate planning plus insurance/annuity and 529 planning, for retail clients such as entrepreneurs. The firm emphasizes asset allocation and risk management and implements portfolios primarily through ETFs, with custody including Charles Schwab and Fidelity.
Team overview
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Client Personas
Investment Themes
Investment Vehicles
Platform
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Owner & Executives
TIMMIE ALBERT FICKES
Financial Planner
- CRD
- --
- Ownership
- 75% or more
LEE ALLAN FICKES
Chief Compliance Officer, Financial Planner
- CRD
- #207148
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,745,281 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,745,281 | -- |
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Separately Managed Accounts
Total SMA Asset: $37,745,281
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $6,119,152,242 | 100.0% |
| Total | $6,119,152,242 | 100.0% |