Overview
Assets Under Management: $214 million
Headquarters: ALLENTOWN, PA
High-Net-Worth Clients: 84
Average Client Assets: $1 million
Frequently Asked Questions
SECTOR ANALYSTS LLC 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 #169789), SECTOR ANALYSTS LLC is subject to fiduciary duty under federal law.
SECTOR ANALYSTS LLC is headquartered in ALLENTOWN, PA.
SECTOR ANALYSTS LLC serves 84 high-net-worth clients according to their SEC filing dated March 20, 2025. View client details ↓
According to their SEC Form ADV, SECTOR ANALYSTS LLC offers financial planning and portfolio management for individuals. View all service details ↓
SECTOR ANALYSTS LLC manages $214 million in client assets according to their SEC filing dated March 20, 2025.
According to their SEC Form ADV, SECTOR ANALYSTS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 84
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.97
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,066
Discretionary Accounts: 1,066
Regulatory Filings
CRD Number: 169789
Filing ID: 1950177
Last Filing Date: 2025-03-20 13:03:00
Website: https://sectoranalysts.com