ENDOWMENT WEALTH MANAGEMENT, INC. is a Appleton, Wisconsin based financial advisory firm with nearly $296,249,741 in assets under management and provides investment advisory services for 1546 clients. There are currently 12 financial advisors at the firm.
General Information |
Firm CRD#: | 108652 | |
SEC#: | 801-112413 | |
Assets under Management: | $296,249,741 | |
No. of Clients: | 1546 | |
No. of Advisors: | 12 | |
Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Portfolio Management for pooled Investment, Pension Consulting Services, Selection of Other Advisors, Educational Seminars/ Workshops | |
Fee Structure: | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
HARBOUR INVESTMENTS, INC. | 19258 | 801-29185 | 28573 | 219 | $4,468,811,819 |
ANNEX WEALTH MANAGEMENT, LLC | 127987 | 801-63505 | 17141 | 114 | $4,833,150,360 |
NICOLET WEALTH MANAGEMENT | 283940 | 801-108012 | 10191 | 58 | $2,930,862,255 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 167811 | 801-119352 | 3569 | 37 | $4,800,233,228 |
DANA INVESTMENT ADVISORS INC | 105879 | 801-14828 | 3269 | 53 | $4,427,776,044 |
NORTH STAR ASSET MANAGEMENT INC | 106489 | 801-52034 | 3098 | 18 | $2,324,356,049 |
PEGASUS PARTNERS | 175206 | 801-81049 | 2983 | 21 | $2,452,419,607 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 129609 | 801-62562 | 779 | 19 | $2,425,678,000 |
JOHN F SUBY WEALTH MANAGEMENT LLC | 150824 | 801-70434 | 322 | 5 | $1,750,916,698 |
REINHART PARTNERS, LLC | 106432 | 801-40278 | 290 | 19 | $1,613,276,781 |
KELLOGG ASSET MANAGEMENT, LLC | 150031 | 801-70113 | 116 | 11 | $2,172,239,299 |
HEARTLAND ADVISORS, INC. | 29433 | 801-19074 | 93 | 27 | $1,691,154,945 |
MADISON ASSET MANAGEMENT | 130874 | 801-62992 | 50 | 96 | $3,920,106,732 |
MASON WELLS, INC. | 173069 | 801-80473 | 6 | 20 | $1,936,451,188 |
HAMMES REALTY ADVISORS, LLC | 165693 | 801-78676 | 5 | 34 | $1,509,379,344 |