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INVESTMENT ANALYTICS, LLC
CRD 321918
725 DELTA AVE, CINCINNATI, OH, 45226, United States
Phone
513-960-6403
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$21.9M
Discretionary AUM
$21.9M
Team
3 total employees; 3 advisory reps; 18 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-05-29
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $17.9M |
| High net worth individuals | 7 | $4.0M |
| Charitable organizations | 1 | $49K |
All web addresses on file
Official SEC filing: View on IAPD