Analytics Investment Advisors Inc (Excelsior)

Name: Analytics Investment Advisors Inc
Address: 464 Second Street, Excelsior, MN, 55331
Telephone: 952-470-4700

Analytics Investment Advisors Inc is a large advisory firm based in Excelsior. It manages $25.5 million of regulatory assets for 119 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Minnesota.

Analytics Investment Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Analytics Investment Advisors: assets under management

The assets under management (AUM) of Analytics Investment Advisors Inc is $25.5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -68% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $25.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $214.28 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Analytics Investment Advisors Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Analytics Investment Advisors Inc

Richard Hoyt has been acting as President since 1 Feb 1998. Derek Richard Hoyt joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard Hoyt	President	1 Feb 1998	50% - 75%	2803684
Edward Joseph Conlin	Vice president	1 Feb 1998	25% - 50%	4409579

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Derek Richard Hoyt	Shareholder	1 Jan 2002	Other	4644343

Based in Excelsior

The principal office where Analytics Investment Advisors Inc performs its advisory services is located at 464 Second Street, Excelsior, MN 55331, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 952-470-4700 or by fax 952-470-4707. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.analyticsadvisors.com.