RESONANT CAPITAL ADVISORS, LLC

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

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 Status	Approved
Firm CRD#	298451
SEC#	801-114001
Assets Managed by Firm	$1,747,858,866
No. of Clients	1981
No. of Advisors	19

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 Clients	AUM
Firm Total	1981	$1,747,858,866
Individuals (other than high net worth individuals)	151	$47,896,067
High net worth individuals	297	$1,661,237,107
Pension and profit sharing plans	4	$9,275,856
Charitable organizations	3	$13,774,744
Corporations or other businesses	4	$1,164,529

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MASON STREET ADVISORS, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$28,558,864,166	31	14
FIDUCIARY MANAGEMENT, INC. 790 N. Water Street, Suite 2100 Milwaukee, WI, 53202	$14,936,427,714	769	26

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