Be advised. This firm is no longer registered.

Evologic Investment Advisors, LLC

Evologic Investment Advisors, LLC (CRD# 150449) is a financial advisory firm headquartered in West Bend, WI. They manage $3,352,090 in 85 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
7038 N. Trenton Road, West Bend, WI 53090
http://www.evologic.biz/
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    85
    ACCOUNTS
  • Average Account Value
    $39,436
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Evologic Investment Advisors, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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