525 Junction Road
Suite 8900
Madison, Wisconsin 53717
Tel: (608) 664-9600
POEHLING CAPITAL MANAGEMENT, INC, formally registered with the SEC as POEHLING CAPITAL MANAGEMENT, INC. The firm was established in 05/27/2004. They have over 2 offices throughout the country.
POEHLING CAPITAL MANAGEMENT, INC. is a Madison, Wisconsin based Financial Planning firm with nearly $416,091,073 assets under management, offering retirement planning & investment advisory services to 1395 clients. The firm is staffed with 5 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 131668 |
SEC# | 801-63189 |
Assets Managed by Firm | $416,091,073 |
No. of Clients | 1395 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1395 | $416,091,073 |
Individuals (other than high net worth individuals) | 296 | $117,454,536 |
High net worth individuals | 111 | $284,110,581 |
Charitable organizations | 6 | $4,992,441 |
Corporations or other businesses | 6 | $9,533,515 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$287,514,955,453 | 331500 | 4069 | |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797 | $281,345,911,200 | 25 | 260 |
$151,331,807,781 | 259 | 503 | |
$35,460,961,000 | 350 | 64 | |
$28,558,864,166 | 31 | 14 |
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