Analyst Exchange And Trading Services Ltd. (Tel Aviv)

Analyst Exchange And Trading Services Ltd. is a large advisory firm based in Tel Aviv. It manages $601.17 million of regulatory assets for 1,554 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, New York, and Pennsylvania.

Analyst Exchange And Trading Services provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Analyst Exchange And Trading Services: assets under management

The assets under management (AUM) of Analyst Exchange And Trading Services Ltd. is $601.17 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 886% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $601.17 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $386.85 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Analyst Exchange And Trading Services Ltd. 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.

Careers at Analyst Exchange And Trading Services Ltd.

Ehud Shiloni has been acting as President since 1 Jun 1993. Yigal Brosh joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Analyst I.M.S. Investment Management Services Ltd.	Shareholder	1 Jul 1985	75% - 100%	114645
Ehud Shiloni	Director	1 Jun 1993	25% - 50%	4435457
Mina Lander Manor	Chief operations officer	1 Oct 1994	Other	4908490
Noga Yatziv	Director	1 Nov 1999	Other	5511157
Idit Bechor	Director	1 Jan 2000	Other	4435523
Shay Vodovoz	Director	1 Jan 2003	Other	4435523
Idit Bechor	Director	1 Jan 2003	Other	4435523
Nava Levy	Chief financial officer	1 Jan 2003	Other	5511177
Shai Vodovoz	Director	1 Dec 2003	Other	4903050
Mina Lander Manor	Chief compliance officer	1 Sep 2004	Other	4908490
Shai Vodovoz	Chief executive officer	1 Jul 2006	Other	4903050
Yair Wertheimer	Director	1 Sep 2006	Other	5511163
Idit Zeelon Rozen	Chief legal officer and chief compliance officer	1 Jan 2007	Other	5511175
Ronit Cohen	Director	1 Jul 2008	Other	5511157
Shmuel Lev	Director	1 Jun 2009	Other	4435519
Tzur Peleg	Ceo	1 Mar 2010	Other	5776122
Karin Shani	Legal counsel	1 Mar 2010	Other	5899462
Itzik Shenidovski	Chairman of board	1 Sep 2010	Other	5899460
Yifat Levy	Chief compliance officer	1 Jan 2011	Other	5899464
Avi Israel	Director	1 Jan 2011	Other	5899470
Michal Hacker	Legal counsel	1 Jun 2011	Other	5976399
Michal Hacker	Chief compliance officer	1 Aug 2011	Other	5976399
Avital Yaari	Chief compliance officer - israeli	1 Aug 2011	Other	5976397
Galia Hever	Director	1 Sep 2011	Other	5979958
Alon Agushevitz	Coo	1 Jan 2012	Other	6048485
Roey Broner	Chief compliance officer	1 Mar 2012	Other	6045716
Yigal Brosh	Director	1 Jun 2012	Other	6168223

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Ehud Shiloni	Shareholder	1 Jan 1985	50% - 75%	4435457
Shmuel Lev	Shareholder	1 Jan 1985	50% - 75%	4435519
Shmuel Lev	Shareholder	1 Jun 1985	25% - 50%	4435519
Ehud Shiloni	Shareholder	1 Jul 1985	25% - 50%	4435457

Based in Tel Aviv

The principal office where Analyst Exchange And Trading Services Ltd. performs its advisory services is located at Alrov Tower, 46 Rothschild Blvd., Tel Aviv, 66883, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 972-3-7147147 or by fax 972-3-7147142. The normal business hours are 8:30-5:30 on Other.