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Sector Analysts LLC

Updated today

Client assets under management

$238,163,786

Clients

677

17% high-net worth

Advisors

2

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

339

Very High

Average account size

$351,793

About

Sector Analysts, LLC serves individual and high‑net‑worth clients with discretionary asset management and standalone financial planning and consulting. The firm reports managing about $238.2 million in discretionary assets and delivers asset management exclusively through a firm‑sponsored wrap fee program, while its planning services address matters ranging from retirement and estate planning to corporate structure, cost segregation studies, and insurance analysis.

Investment decisions draw on fundamental, technical, and cyclical analysis and employ ETFs, mutual funds, and individual equities as appropriate, with strategic, tactical and dynamic asset‑allocation approaches used to align portfolios with client objectives. The firm typically maintains client cash in money market funds, CDs and other short‑term instruments, and recommends Schwab as the primary qualified custodian to execute and clear trades.

Sector Analysts is notable for an unusually high client load per advisor — 677 clients supported by two advisors — and an operational model that requires asset management through its wrap program rather than separate account management. Its personnel are also registered representatives of a broker‑dealer and licensed insurance agents, allowing commissionable securities and insurance product transactions alongside advisory services, a structure the firm discloses and addresses in its policies.

Client services

Financial planning Portfolio management

Expertise

General estate planning guidance Charitable giving & philanthropy College savings (529s, UTMA, etc.) General tax planning

Fee options

Fixed

Flat fees for financial planning and consulting services range from $500 to $3,000.

Commissions

Representatives receive commissions from sale of securities and mutual funds as registered representatives of PKS.

Project-based

Hourly fee for financial planning and consulting services up to $150/hour.

Other

Fee-only: Financial planning and consulting fees charged on hourly or flat fee basis: Hourly fee up to $150/hour; flat fees range from $500 to $3,000.

Main office location

Sector Analysts LLC

6126 Hamilton Blvd., Suite 103

Allentown PA 18106, United States

Number of offices

1

Most active in

Delaware · Florida · Louisiana · New Hampshire · New Jersey · New York · North Carolina · Pennsylvania · South Carolina · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

John T

Series 63, Series 65

Allentown, PA

Sector Analysts LLC

John Tumolo is a financial advisor with Sector Analysts LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2017 and previously spent 11 years with LPL Financial LLC. Outside of his advisory role, Tumolo is involved with Tumolo Financial Group, where he provides fixed insurance products including life, health, and long-term care coverage. Sector Analysts LLC serves individual and high-net-worth clients with financial planning, investment consulting, and discretionary asset management. The firm employs a combination of fundamental, technical, and cyclical analysis alongside strategic, tactical, and dynamic asset-allocation approaches, managing assets primarily through its sponsored wrap fee program.

General estate planning guidance Charitable giving & philanthropy College savings (529s, UTMA, etc.) General tax planning
user avatar

Patrick H

Series 63, Series 65

Allentown, PA

Sector Analysts LLC

Patrick Hutchinson is a financial advisor with Sector Analysts LLC in Allentown, PA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2017 and LPL Financial from 2003 to 2017. Outside of his advisory role, he owns Hutchinson Insurance, offering fixed insurance products including life, disability, and long-term care insurance. Sector Analysts LLC serves individual and high-net-worth clients, providing financial planning, investment consulting, and discretionary asset management. The firm employs a combination of fundamental, technical, and cyclical analysis alongside strategic, tactical, and dynamic asset allocation, managing assets through a proprietary wrap fee program.

General estate planning guidance Charitable giving & philanthropy College savings (529s, UTMA, etc.) General tax planning
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