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Building 2PAVLIC INVESTMENT ADVISORS, INC.

Map pinDELAFIELD, WI
Phone262-646-4300
NotebookSEC #801-136029
Total AUM
$108.8M
Employees
2
Clients
87

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
440 WELLS STREET
203
DELAFIELD
WI 53018
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
262-646-4300

ReceiptFinancials

Total AUM
$108.8M
Accounts
195
Discretionary
$92M
Accounts
191
Non-Discretionary
$16.9M
Accounts
4

ContactClients

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Individual Clients
58
AUM
$25.6M
HNW Individual Clients
28
AUM
$81.5M
Pension/Profit Sharing Plan Clients
1
AUM
$1.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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