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PACKERLAND BROKERAGE SERVICES, INC.
GREEN BAY, WI
920-662-9500
SEC #801-74927Total AUM
$1.4B
Employees
318Clients
4,868Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
432 SECURITY BLVD.
STE. 101
GREEN BAY
WI 54313-9709
United States
STE. 101
GREEN BAY
WI 54313-9709
United States
Operating Hours
8:00AM-4:30PM
M-TH 8-4:30; F 7:30-3:30
M-TH 8-4:30; F 7:30-3:30
Phone
920-662-9500
Other Offices
133
Financials
Total AUM
$1.4B
Accounts
6,993Discretionary
$768.6M
Accounts
5,134Non-Discretionary
$589.6M
Accounts
1,859
Clients
Individual Clients
3,725AUM
$850.1M
HNW Individual Clients
1,120AUM
$494M
Pension/Profit Sharing Plan Clients
4AUM
$6.5M
Charitable Organization Clients
8AUM
$3M
Corporation or Business Clients
11AUM
$4.5M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
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Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.