T. ANTON INVESTMENT HOUSE, INC.

708 Heartland Trail
#3000
Madison, Wisconsin 53717
Tel: 608-501-1549

About T. ANTON INVESTMENT HOUSE, INC.

T ANTON INVESTMENT HOUSE, INC, formally registered with the SEC as T ANTON INVESTMENT HOUSE, INC. The firm was established in 01/03/2017. They have over 1 offices throughout the country.

T. ANTON INVESTMENT HOUSE, INC. is a Madison, Wisconsin based Financial Planning firm with nearly $274,916,777 assets under management, offering retirement planning & investment advisory services to 915 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	174970
SEC#	801-108785
Assets Managed by Firm	$274,916,777
No. of Clients	915
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	915	$274,916,777
Individuals (other than high net worth individuals)	194	$59,604,007
High net worth individuals	135	$215,312,770

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