Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > wisconsin > middleton > GOOGINS ADVISORS, INC.
GOOGINS ADVISORS, INC.
6417 University Avenue
Middleton, Wisconsin 53562
Tel: 608 514-1044
About GOOGINS ADVISORS, INC.
GOOGINS ADVISORS, INC, formally registered with the SEC as GOOGINS ADVISORS, INC. The firm was established in 11/06/2007. They have over 1 offices throughout the country.
GOOGINS ADVISORS, INC. is a Middleton, Wisconsin based Financial Planning firm with nearly $429,066,062 assets under management, offering retirement planning & investment advisory services to 1659 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 13985 |
| SEC# | 801-68432 |
| Assets Managed by Firm | $429,066,062 |
| No. of Clients | 1659 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1659 | $429,066,062 |
| Individuals (other than high net worth individuals) | 565 | $146,955,126 |
| High net worth individuals | 208 | $282,110,936 |
More Retirement Planning firms in Middleton, Wisconsin:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $287,514,955,453 | 331500 | 4069 | |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797 | $281,345,911,200 | 25 | 260 |
| $151,331,807,781 | 259 | 503 | |
| $35,460,961,000 | 350 | 64 | |
| $28,558,864,166 | 31 | 14 |
Explore More Retirement Advisors in Middleton, Wisconsin