Analytic Investment Management LLC
Analytic Investment Management LLC (CRD# 144752) is a financial advisory firm headquartered in Cupertino, CA. They manage $8,000,000 in 26 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management8MILLION
Total Number of Accounts26ACCOUNTS
Average Account Value$307,692
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Hengfu Hsu (CRD# 5040238) is an Investment Advisor Representative working at Analytic Investment Management LLC in Cupertino, CA and has over 10 years of experience in the finance industry.