Investment adviser · CRD 104562
FILBRANDT INVESTMENT ADVISERS INCORPORATED
Investment adviser filing (IA)
MIDDLETON, WI, United States · Form ADV filed Mar 23, 2017
- Regulatory AUM
- $891M Form ADV · Item 5.F
- Client accounts
- 2,619 Accounts, not individual clients
- Employees
- 14 Reported in this filing
- Advisory professionals
- 10 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 23, 2017. View historical filings
Reported services
Financial planning · Individual portfolio management · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
8401 GREENWAY BLVDMIDDLETON, WI, 53562, United States
CRD 104562
Filing source
Form ADV 1068488 · Mar 23, 2017 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.