POEHLING CAPITAL MANAGEMENT, INC. - Financial Advisor in Wisconsin, Madison

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:

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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