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LANDAAS & COMPANY
411 E Wisconsin Ave
20th Floor
Milwaukee, Wisconsin 53202
Tel: 414-223-1099
About LANDAAS & COMPANY
LANDAAS & COMPANY, formally registered with the SEC as LANDAAS & COMPANY. The firm was established in 10/25/1993. They have over 1 offices throughout the country.
LANDAAS & COMPANY is a Milwaukee, Wisconsin based Financial Planning firm with nearly $1,515,304,279 assets under management, offering retirement planning & investment advisory services to 4070 clients. The firm is staffed with 26 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 47487 |
| SEC# | 801-45055 |
| Assets Managed by Firm | $1,515,304,279 |
| No. of Clients | 4070 |
| No. of Advisors | 26 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (CONSULTATION SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4070 | $1,515,304,279 |
| Individuals (other than high net worth individuals) | 1275 | $508,016,507 |
| High net worth individuals | 462 | $1,006,338,635 |
| Charitable organizations | Fewer than 5 clients | $464,578 |
| Corporations or other businesses | Fewer than 5 clients | $484,559 |
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