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Building 2ADVISORS' PRIDE INC.

Map pinAPPLETON, WI
Phone920-731-9293
NotebookSEC #801-80479
Total AUM
$1.3B
Employees
32
Clients
4,630

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 W. LAWRENCE STREET
SUITE 304
APPLETON
WI 54911
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
920-731-9293
Other Offices
18

ReceiptFinancials

Total AUM
$1.3B
Accounts
6,222
Discretionary
$1.2B
Accounts
5,863
Non-Discretionary
$124.5M
Accounts
359

ContactClients

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Individual Clients
4,442
AUM
$898.9M
HNW Individual Clients
134
AUM
$239.2M
Pension/Profit Sharing Plan Clients
8
AUM
$3.9M
Charitable Organization Clients
28
AUM
$134.5M
Corporation or Business Clients
18
AUM
$24.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR FEES FROM OTHER REGISTERED INVESTMENT ADVISORS

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGAIAILINMEMIMNMONCNVOHSCTNTXWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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