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Building 2RESONANT CAPITAL ADVISORS, LLC

Map pinMADISON, WI
Phone(608)-733-6220
NotebookSEC #801-114001
Total AUM
$3B
Employees
25
Clients
621

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
33 E. MAIN STREET
SUITE 440
MADISON
WI 53703
United States
Operating Hours
7:30 AM - 5:00 PM
Monday - Friday
Phone
(608)-733-6220
Other Offices
1

ReceiptFinancials

Total AUM
$3B
Accounts
2,816
Discretionary
$2.6B
Accounts
2,493
Non-Discretionary
$402.1M
Accounts
323

ContactClients

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Individual Clients
193
AUM
$61.2M
HNW Individual Clients
416
AUM
$2.8B
Pension/Profit Sharing Plan Clients
1
AUM
$5.2M
Charitable Organization Clients
5
AUM
$15.7M
Insurance Company Clients
1
AUM
$14.7M
Corporation or Business Clients
5
AUM
$38.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
INVESTMENT, INSTITUTIONAL AND BUSINESS CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILLANCNYORTXWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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