PORTFOLIO ANALYTICS INC
CRD #107581 SEC #801-53157 SOUTHFIELD, MI 248-357-3990
SEC Registered
Total AUM
$28.1M
Discretionary
$0
Employees
10
Clients
0
Accounts
24
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 8, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JORDAN, SEAN, CHRISTOPHER | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | D | Control |
| JORDAN, SEAN, CHRISTOPHER | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | D | Control |
| JORDAN, SEAN, CHRISTOPHER | I | PRESIDENT, CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | D | Control |
| KELLY, SEAN, PATRICK | I | PRESIDENT | D | Control |
| KELLY, ELIZABETH, BISHOP | I | CHIEF COMPLIANCE OFFICER/SECRETARY/TREASURER | C | Control |
| KELLY, SEAN, PATRICK | I | EXECUTIVE VICE PRESIDENT | C | Control |
| KELLY, ELIZABETH, BISHOP | I | CHIEF COMPLIANCE OFFICER/SECRETARY/TREASURER | B | Control |
| KELLY, ELIZABETH, BISHOP | I | CHIEF COMPLIANCE OFFICER/SECRETARY/TREASURER | B | Control |
| KELLY, SEAN, PATRICK | I | EXECUTIVE VICE PRESIDENT | B | Control |
| KELLY, SEAN, PATRICK | I | EXECUTIVE VICE PRESIDENT | B | Control |
| KUHN, CHRISTOPHER, JASON | I | CHIEF INVESTMENT OFFICER | B | Control |
| HAZEN, BRETT, WILLIAM | I | VICE PRESIDENT | A | Control |
Registrations
Federal
IA
Sep 8, 2005 REGISTERED
Notice Filings (2)
FL MI
Address
26877 NORTHWESTERN HIGHWAYSUITE 300
SOUTHFIELD, MI 48034-8417
USA
Phone: 248-357-3990