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Building 2CONCEPTUAL FINANCIAL ADVISORS, LLC

Map pinAPPLETON, WI
Phone920-731-9500
NotebookSEC #801-123428
Total AUM
$189.9M
Employees
4
Clients
427

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2561 E. CALUMET ST.
APPLETON
WI 54915
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
920-731-9500

ReceiptFinancials

Total AUM
$189.9M
Accounts
778
Discretionary
$143.2M
Accounts
534
Non-Discretionary
$46.8M
Accounts
244

ContactClients

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Individual Clients
347
AUM
$58.7M
HNW Individual Clients
72
AUM
$106.1M
Pension/Profit Sharing Plan Clients
7
AUM
$12.5M
Corporation or Business Clients
1
AUM
$12.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WI

HandshakeAffiliates

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

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