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Building 2PAVLIC INVESTMENT ADVISORS, INC.

Map pinDELAFIELD, WI
Phone262-646-4300
NotebookSEC #801-60971
Total AUM
$50.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
417 GENESEE STREET
DELAFIELD
WI 53018
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
262-646-4300

ReceiptFinancials

Total AUM
$50.9M
Accounts
161
Discretionary
$50.9M
Accounts
161
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
SECURITY RESEARCH AND INVESTMENT MANAGEMENT RELATED ANALYSIS AND ADVICE
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WI

HandshakeAffiliates

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

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