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Home > Retirement Planners > wisconsin > madison > POEHLING CAPITAL MANAGEMENT, INC.
POEHLING CAPITAL MANAGEMENT, INC.
525 Junction Road
Suite 8900
Madison, Wisconsin 53717
Tel: (608) 664-9600
About POEHLING CAPITAL MANAGEMENT, INC.
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.
Firm Information
| 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 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| 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 |
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