POEHLING CAPITAL MANAGEMENT, INC.
Tel: (608) 664-9600 525 Junction Road Suite 8900 Madison, Wisconsin 53717
About POEHLING CAPITAL MANAGEMENT, INC.
POEHLING CAPITAL MANAGEMENT, INC. is a Madison, Wisconsin based financial advisory firm with nearly $416,091,073 in assets under management and provides investment advisory services for 1395 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
131668
Firm SEC#:
801-63189
Assets Under Management:
$416,091,073
No. of Clients:
1395
No. of Advisors:
5
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Commission Based
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