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| Keyboard |
| Sector Analysts LLC
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|---|---|
| CRD # | 169789 |
| SEC # | 801-110613 |
| CIK # | |
| AUM | 238.2 M (2026-03-26) |
| Employees | 4 (50% Investors, 50% Brokers) |
| Phone | 610-945-8014 |
| Address | 6126 Hamilton Blvd Allentown, PA 18106 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 562 | 112.1 |
| (b) Individuals (high net worth individuals) | 115 | 126.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,157 | 238.2 |
| By Discretionary | ||
| Discretionary | 1,157 | 238.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,157 | 238.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 238.2 | |
| Total | 1,157 | 238.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Jones Kertz & Associates Inc
✚
|
MN | 239.2 M |
|
Investment Management & Planning LLC
✚
|
DE | 238.8 M |
|
Westhampton Capital LLC
✚
|
NC | 238.5 M |
|
Sequoia Wealth Management Group LLC
✚
|
238.4 M | |
|
Goldenstone Wealth Management LLC
✚
|
CA | 238.3 M |
|
Carlsbad Wealth Advisory Group Inc
✚
|
CA | 237.6 M |
|
Everest Wealth Management LLC
✚
|
KS | 237.4 M |
|
Leicht Financial Planning and Wealth Management Inc
✚
|
NJ | 237.4 M |
|
Pento Portfolio Strategies LLC
✚
|
FL | 237.3 M |
|
Fort Vancouver Investment Management LLC
✚
|
WA | 237.1 M |