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RESONANT CAPITAL ADVISORS, LLC

33 E. Main Street
Suite 440
Madison, Wisconsin 53703
Tel: (608)-733-6220

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About RESONANT CAPITAL ADVISORS, LLC

RESONANT CAPITAL ADVISORS, LLC, formally registered with the SEC as RESONANT CAPITAL ADVISORS, LLC. The firm was established in 09/17/2018. They have over 2 offices throughout the country.

RESONANT CAPITAL ADVISORS, LLC is a Madison, Wisconsin based Financial Planning firm with nearly $1,747,858,866 assets under management, offering retirement planning & investment advisory services to 1981 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#298451
SEC#801-114001
Assets Managed by Firm$1,747,858,866
No. of Clients1981
No. of Advisors19

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Other (INVESTMENT, INSTITUTIONAL AND BUSINESS CONSULTING SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total1981$1,747,858,866
Individuals (other than high net worth individuals)151$47,896,067
High net worth individuals297$1,661,237,107
Pension and profit sharing plans4$9,275,856
Charitable organizations3$13,774,744
Corporations or other businesses4$1,164,529

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