Investment Analytics

Investment Management • Cincinnati, Ohio, United States • 1-10 Employees

Company overview

Headquarters	Cincinnati, Ohio, United States
Website	investmentanalytics.com
NAICS	5231
Employees	1-10

Key Contact at Investment Analytics

Peter Barrett

Owner

About Investment Analytics

Investment Analytics is a fee-based Investment Management firm that offers bespoke investment counsel to individuals, family offices, and organizations. As an RIA, we have a fiduciary duty to our clients - meaning we have a legal obligation to put their interests above our own. Aligning values and purpose is core to who we are and what we do. Every conversation begins with defining what wealth is for. From community impact to securing the future for your family, we believe in putting money to good use. Our job is to help our clients establish a vision, build a legacy, and actively participate in making their dreams a tangible reality.

Investment Analytics revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$1,100,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Investment Analytics has never raised funding before.