1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2POEHLING CAPITAL MANAGEMENT, INC.

Map pinMADISON, WI
Phone(608) 664-9600
NotebookSEC #801-63189
Total AUM
$591.3M
Employees
6
Clients
435

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
525 JUNCTION ROAD
SUITE 8900
MADISON
WI 53717
United States
Operating Hours
8:00 A.M. TO 4:30 P.M.
Monday - Friday
Phone
(608) 664-9600
Other Offices
1

ReceiptFinancials

Total AUM
$591.3M
Accounts
1,489
Discretionary
$591.3M
Accounts
1,489
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
261
AUM
$130.8M
HNW Individual Clients
162
AUM
$437.2M
Charitable Organization Clients
6
AUM
$7.3M
Corporation or Business Clients
6
AUM
$16M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILMNTXWI

HandshakeAffiliates

View all affiliates →

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

Feature requires an account