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Building 2ADVISORS MANAGEMENT GROUP INC

Map pinLA CROSSE, WI
Phone608-782-0200
NotebookSEC #801-33545
Total AUM
$819.6M
Employees
17
Clients
1,918

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
505 KING ST STE 208
LA CROSSE
WI 54601
United States
Operating Hours
8:30-4:30 MON, TUES, THURS AND 8:30-4:00 WEDS/FRI
Monday - Friday
Phone
608-782-0200
Other Offices
2

ReceiptFinancials

Total AUM
$819.6M
Accounts
4,960
Discretionary
$806.9M
Accounts
4,903
Non-Discretionary
$12.7M
Accounts
57

ContactClients

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Individual Clients
1,807
AUM
$545.2M
HNW Individual Clients
105
AUM
$274.3M
Charitable Organization Clients
5
AUM
$126.8K
Investment Advisor Clients
1
AUM
$83

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
BUSINESS CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAIAILLAMIMNMTNCNENHOHSCTNTXWI

HandshakeAffiliates

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

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