Analytic Investment Management LLC

Analytic Investment Management LLC (CRD# 144752) is a financial advisory firm headquartered in Cupertino, CA. They manage $9,411,719 in 24 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $392,155
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Analytic Investment Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Hengfu Hsu
CRD#: 5040238
19925 Stevens Creek Blvd, Suite 100, Cupertino, CA 95014
93
Wealthminder
score

Hengfu Hsu (CRD# 5040238) is an Investment Advisor Representative working at Analytic Investment Management LLC in Cupertino, CA and has over 12 years of experience in the finance industry.

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