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Building 2BEADELL A D INVESTMENT COUNSEL INC

Map pinMEQUON, WI
Phone262-241-0331
NotebookSEC #801-10677
Total AUM
$250M
Employees
2
Clients
96

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10224 N PORT WASHINGTON ROAD
MEQUON
WI 53092
United States
Operating Hours
9:00 A.M. TO 4:30 P.M.
Monday - Friday
Phone
262-241-0331
Other Offices
1

ReceiptFinancials

Total AUM
$250M
Accounts
130
Discretionary
$250M
Accounts
130
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
25
AUM
$11.7M
HNW Individual Clients
65
AUM
$224.2M
Charitable Organization Clients
5
AUM
$14M
Other Clients
1
AUM
$18.2K
Description of Other Clients
A.D. BEADELL CORPORATE

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COILWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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