Investment Analytics Miami LLC (Miami Beach)

Investment Analytics Miami LLC is a large advisory firm based in Miami Beach. It manages $151.7 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Florida.

Investment Analytics Miami provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Investment Analytics Miami: assets under management

The assets under management (AUM) of Investment Analytics Miami LLC is $151.7 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $151.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $151.7 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Investment Analytics Miami LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Investment Analytics Miami serves?

The only and largest group of clients of Investment Analytics Miami is pooled investment vehicles with 1 clients and $151.7 million of assets under management. Among the 12 most similar advisory firms, Investment Analytics Miami has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $151.7 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Investment Analytics Miami also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $250,000 for each fund.

Careers at Investment Analytics Miami LLC

The company employs 6 people that are either part- or full-time employees. 83 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William George Greig	Manager	1 Mar 2016	75% - 100%	1025207
Elizabeth Margaret Bell	Cco	1 Mar 2016	Other	6124670
Elizabeth Bell	Cco	1 Mar 2016	Other	6124670
Melissa Ann Mcgrane	Managing member	1 Oct 2016	50% - 75%	4114884
Michelle Lee Petock	Chief operating officer	1 May 2018	Other	6961976

Based in Miami Beach

The principal office where Investment Analytics Miami LLC performs its advisory services is located at 119 Washington Ave, Miami Beach, FL 33139, 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 305 870 7509 or by fax 786 610 5859. The normal business hours are 9 am to 5 pm on Monday - Friday.