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Building 2FILBRANDT INVESTMENT ADVISERS INCORPORATED

Map pinMIDDLETON, WI
Phone608-836-3600
NotebookSEC #801-55558
Total AUM
$891M
Employees
14
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8401 GREENWAY BLVD
MIDDLETON
WI 53562
United States
Operating Hours
8:00 A.M.-5:00 P.M.
Monday - Friday
Phone
608-836-3600

ReceiptFinancials

Total AUM
$891M
Accounts
2,619
Discretionary
$670.7M
Accounts
2,529
Non-Discretionary
$220.3M
Accounts
90

ContactClients

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None reported

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAIAILINLAMAMDMIMNNCNENYTXWI

HandshakeAffiliates

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

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