Overview
Assets Under Management: $1.5 billion
High-Net-Worth Clients: 102
Average Client Assets: $2 million
Frequently Asked Questions
ANALYST PORTFOLIO MANAGEMENT LTD. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #114642), ANALYST PORTFOLIO MANAGEMENT LTD. is subject to fiduciary duty under federal law.
ANALYST PORTFOLIO MANAGEMENT LTD. serves 102 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, ANALYST PORTFOLIO MANAGEMENT LTD. offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
ANALYST PORTFOLIO MANAGEMENT LTD. manages $1.5 billion in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, ANALYST PORTFOLIO MANAGEMENT LTD. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 102
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 14.54
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,783
Discretionary Accounts: 1,783
Regulatory Filings
CRD Number: 114642
Filing ID: 1970802
Last Filing Date: 2025-03-28 08:18:00
Website: https://analyst.co.il