SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC - Financial Advisor in Wisconsin, La Crosse

Tel: 608-784-9100 3143 State Road Suite 101 La Crosse, Wisconsin 54601

About SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC

SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC is a La Crosse, Wisconsin based financial advisory firm with nearly $272,436,836 in assets under management and provides investment advisory services for 1178 clients. There are currently 7 financial advisors at the firm.

General Information

Firm CRD#:

319298

Firm SEC#:

801-124799

Assets Under Management:

$272,436,836

No. of Clients:

1178

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Hourly charges

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Top Financial Advisory Firms in Wisconsin, La Crosse

FirmCRD#:113020

SEC#:801-33545

No. of Advisors:17

No. of Clients:4689

AUM:$614,523,209

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

ADVISORS MANAGEMENT GROUP INC

113020

801-33545

4689

$614,523,209

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