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Home > Retirement Planners > wisconsin > middleton > T. ANTON INVESTMENT HOUSE, INC.
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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