Portfolio Analytics Inc (Southfield)


Portfolio Analytics Inc is an investment adviser to a business development company based in Southfield. It manages $9 million of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and Michigan.

Portfolio Analytics provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Portfolio Analytics: assets under management

The assets under management (AUM) of Portfolio Analytics Inc is $9 million. The firm's AUM has gone down by -98% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Portfolio Analytics Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Portfolio Analytics Inc

James David Wetzel has been acting as President since 1 Oct 1996. Christopher Jason Kuhn has served as the Chief Investment Officer since 1 Mar 2007. Sean Patrick Kelly joined the executive team most recently as the Executive Vice President.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Elizabeth Bishop Kelly Secretary/treasurer 1 Oct 1996 25% - 50% 4355761
James David Wetzel President 1 Oct 1996 50% - 75% 1154055
Sean Patrick Kelly Vice president 1 Oct 1996 Other 1036888
Brett William Hazen Managing consultant 1 Jul 2001 Other 1907939
Elizabeth Bishop Kelly President, secretary/treasurer 1 Aug 2003 50% - 75% 4355761
Sean Patrick Kelly Vice president 1 Aug 2003 25% - 50% 1036888
Brett William Hazen Vice president 1 Aug 2003 Other 1907939
Elizabeth Bishop Kelly Secretary/treasurer 1 Jan 2004 25% - 50% 4355761
Sean Patrick Kelly President 1 Jan 2004 50% - 75% 1036888
Brett William Hazen Vice president 1 Jan 2004 Other 1907939
Elizabeth Bishop Kelly Chief compliance officer/secretary/treasurer 1 Jan 2005 25% - 50% 4355761
Elizabeth Bishop Kelly Chief compliance officer/secretary/treasurer 1 Dec 2005 Other 4355761
Sean Patrick Kelly Executive vice president 1 Dec 2006 Other 1036888
Sean Christopher Jordan President, chief executive officer 1 Dec 2006 50% - 75% 3052479
Christopher Jason Kuhn Chief investment officer 1 Mar 2007 Other 2501387

Based in Southfield

The principal office where Portfolio Analytics Inc performs its advisory services is located at 26877 Northwestern Highway, Southfield, MI 48033 8417, 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 248-357-3990 or by fax 248-357-4396. The normal business hours are 9:00am - 4:00pm on Monday - Friday. You can find more information about the New York firm at www.portfolioanalytics.net.