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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-05-2015
- Office Locations
- 1
Office Locations
About Sector Analysts LLC
Sector Analysts, LLC is a fee-based firm providing confidential financial planning and investment management for individuals, entrepreneurs, and businesses. Planning work spans cash flow, tax and insurance review, education, retirement, and legacy planning alongside portfolio management using vehicles such as ETFs and public funds. The firm does not sell annuities or insurance products through the RIA, though owners are licensed insurance agents via outside businesses. Custody includes Charles Schwab.
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Owner & Executives
PATRICK JAMES HUTCHINSON
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #1628728
- Ownership
- 50% but less than 75%
JOHN DAVID TUMOLO
INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #4143301
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $238,163,786 | $205,846 |
| Non-Discretionary | $0 | -- |
| Total | $238,163,786 | $205,846 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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