Investment adviser · CRD 16517

M&I FINANCIAL ADVISORS, INC.

Investment adviser filing (IA)

MILWAUKEE, WI, United States · Form ADV filed Jul 19, 2012

Regulatory AUM
$3.79B
Form ADV · Item 5.F
Client accounts
36,252
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The 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: Jul 19, 2012. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Selection of other advisers · Educational seminars

Compensation

Percentage of assets

Principal office

111 EAST KILBOURN AVENUE SUITE 200
MILWAUKEE, WI, 53202, United States

CRD 16517

Filing source

Form ADV 660074 · Jul 19, 2012 · 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.