33 E. Main Street
Suite 440
Madison, Wisconsin 53703
Tel: (608)-733-6220
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.
SEC Current Status | Approved |
Firm CRD# | 298451 |
SEC# | 801-114001 |
Assets Managed by Firm | $1,345,426,552 |
No. of Clients | 1702 |
No. of Advisors | 17 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1702 | $1,345,426,552 |
Individuals (other than high net worth individuals) | 118 | $35,300,942 |
High net worth individuals | 258 | $1,274,827,145 |
Pension and profit sharing plans | 3 | $2,783,910 |
Charitable organizations | 4 | $13,431,572 |
Corporations or other businesses | 4 | $2,413,776 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797 | $262,082,656,098 | 19 | 209 |
$247,790,348,025 | 316065 | 4071 | |
$128,675,520,784 | 272 | 483 | |
$32,032,395,000 | 361 | 62 | |
$25,569,711,808 | 27 | 12 |
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