# PORTFOLIO ANALYTICS INC

PORTFOLIO ANALYTICS INC of SOUTHFIELD, MI is an SEC-registered investment adviser.

## Registration

- CRD: 107581
- Type: SEC-registered investment adviser
- SEC file number: 801-53157
- Location: 26877 NORTHWESTERN HIGHWAY, SUITE 300, SOUTHFIELD, MI, 48034-8417
- Phone: 248-357-3990
- Latest filing: 2007-10-11
- Regulatory AUM: $9.0M
- Non-discretionary AUM: $9.0M
- Clients: 1
- Accounts: 13

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| [KELLY PATRICK](https://search.stillhousedata.com/person/267770) | EXECUTIVE VICE PRESIDENT; PRESIDENT; VICE PRESIDENT | MONTREAL, A8 |
| [KELLY ELIZABETH BISHOP](https://search.stillhousedata.com/person/752634) | CHIEF COMPLIANCE OFFICER/SECRETARY/TREASURER; PRESIDENT, SECRETARY/TREASURER; SECRETARY/TREASURER | — |
| [JORDAN SEAN CHRISTOPHER](https://search.stillhousedata.com/person/752635) | PRESIDENT, CHIEF EXECUTIVE OFFICER; PRESIDENT, CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | — |
| [KUHN CHRISTOPHER JASON](https://search.stillhousedata.com/person/752636) | CHIEF INVESTMENT OFFICER | — |
| [HAZEN BRETT WILLIAM](https://search.stillhousedata.com/person/770681) | MANAGING CONSULTANT; VICE PRESIDENT | — |
| [WETZEL JAMES DAVID](https://search.stillhousedata.com/person/781268) | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107581/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107581/similar
- Related entities: https://search.stillhousedata.com/firm/107581/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107581

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.