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Home > Retirement Planners > wisconsin > middleton > T. ANTON INVESTMENT HOUSE, INC.
T. ANTON INVESTMENT HOUSE, INC.
6300 University Avenue, Suite 100
Middleton, Wisconsin 53562
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 Middleton, Wisconsin based Financial Planning firm with nearly $235,079,119 assets under management, offering retirement planning & investment advisory services to 869 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 174970 |
| SEC# | 801-108785 |
| Assets Managed by Firm | $235,079,119 |
| No. of Clients | 869 |
| No. of Advisors | 5 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 869 | $235,079,119 |
| Individuals (other than high net worth individuals) | 276 | $82,954,084 |
| High net worth individuals | 174 | $152,125,035 |
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