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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 $1,345,426,552 assets under management, offering retirement planning & investment advisory services to 1702 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#298451
SEC# 801-114001
Assets Managed by Firm $1,345,426,552
No. of Clients 1702
No. of Advisors 17

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total1702$1,345,426,552
Individuals (other than high net worth individuals)118$35,300,942
High net worth individuals258$1,274,827,145
Pension and profit sharing plans3$2,783,910
Charitable organizations4$13,431,572
Corporations or other businesses4$2,413,776
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