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Building 21834 INVESTMENT ADVISORS CO.

Map pinMILWAUKEE, WI
Phone(414) 615-1012
NotebookSEC #801-11335
Total AUM
$2.2B
Employees
45
Clients
542

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
511 N BROADWAY
SUITE 801
MILWAUKEE
WI 53202
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
(414) 615-1012
Other Offices
9

ReceiptFinancials

Total AUM
$2.2B
Accounts
966
Discretionary
$2.2B
Accounts
966
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
159
AUM
$67.2M
HNW Individual Clients
210
AUM
$949.6M
Pension/Profit Sharing Plan Clients
168
AUM
$1.2B
Charitable Organization Clients
4
AUM
$1.8M
Government Entity Clients
1
AUM
$368.8K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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