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PROFESSIONAL ANALYSTS, LLC
CRD 124805 · SEC 801-62693
2370 DELTA RD., BAY CITY, MI, 48706-9340, United States
Phone
989-922-5564
Fax
989-922-5567
Registration
— (—)
Source
State registered
Total AUM
$37.7M
Discretionary AUM
$37.7M
Team
2 total employees; 1 advisory reps; 58 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 58 | $37.7M |
All web addresses on file
Official SEC filing: View on IAPD