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KLCM ADVISORS, INC.
330 E Kilbourn Avenue
Suite 1180
Milwaukee, Wisconsin 53202-6615
Tel: 414-765-1234
About KLCM ADVISORS, INC.
KLCM ADVISORS, INC, formally registered with the SEC as KLCM ADVISORS, INC. The firm was established in 03/11/1993. They have over 1 offices throughout the country.
KLCM ADVISORS, INC. is a Milwaukee, Wisconsin based Financial Planning firm with nearly $1,245,254,051 assets under management, offering retirement planning & investment advisory services to 605 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107847 |
| SEC# | 801-43503 |
| Assets Managed by Firm | $1,245,254,051 |
| No. of Clients | 605 |
| No. of Advisors | 11 |
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 | 605 | $1,245,254,051 |
| Individuals (other than high net worth individuals) | 264 | $137,745,377 |
| High net worth individuals | 321 | $1,059,071,771 |
| Pension and profit sharing plans | 1 | $241,485 |
| Charitable organizations | 13 | $25,133,908 |
| Corporations or other businesses | 5 | $17,568,174 |
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