Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > wisconsin > mequon > BEADELL A D INVESTMENT COUNSEL INC
BEADELL A D INVESTMENT COUNSEL INC
10224 N Port Washington Road
Mequon, Wisconsin 53092
Tel: 262-241-0331
About BEADELL A D INVESTMENT COUNSEL INC
BEADELL A D INVESTMENT COUNSEL INC, formally registered with the SEC as BEADELL A D INVESTMENT COUNSEL INC. The firm was established in 04/04/1975. They have over 1 offices throughout the country.
BEADELL A D INVESTMENT COUNSEL INC is a Mequon, Wisconsin based Financial Planning firm with nearly $183,919,000 assets under management, offering retirement planning & investment advisory services to 101 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106946 |
| SEC# | 801-10677 |
| Assets Managed by Firm | $183,919,000 |
| No. of Clients | 101 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 101 | $183,919,000 |
| Individuals (other than high net worth individuals) | 24 | $10,462,000 |
| High net worth individuals | 53 | $153,415,000 |
| Pension and profit sharing plans | 1 | $10,336,000 |
| Charitable organizations | 3 | $9,706,000 |
More Retirement Planning firms in Mequon, Wisconsin:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Mequon, Wisconsin