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1834 INVESTMENT ADVISORS CO.
511 N Broadway
Suite 801
Milwaukee, Wisconsin 53202
Tel: (414) 615-1012
About 1834 INVESTMENT ADVISORS CO.
1834 INVESTMENT ADVISORS CO, formally registered with the SEC as 1834 INVESTMENT ADVISORS CO. The firm was established in 02/13/1976. They have over 6 offices throughout the country.
1834 INVESTMENT ADVISORS CO. is a Milwaukee, Wisconsin based Financial Planning firm with nearly $1,117,168,761 assets under management, offering retirement planning & investment advisory services to 1077 clients. The firm is staffed with 28 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105435 |
| SEC# | 801-11335 |
| Assets Managed by Firm | $1,117,168,761 |
| No. of Clients | 1077 |
| No. of Advisors | 28 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1077 | $1,117,168,761 |
| Individuals (other than high net worth individuals) | 216 | $88,126,556 |
| High net worth individuals | 219 | $981,304,227 |
| Pension and profit sharing plans | 21 | $26,887,700 |
| Charitable organizations | 7 | $15,142,870 |
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