Pavlic Investment Advisors, Inc.

Pavlic Investment Advisors, Inc. (CRD# 111246) is a financial advisory firm headquartered in Delafield, WI. They manage $70,567,865 in 174 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    174
    ACCOUNTS
  • Average Account Value
    $405,562
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Pavlic Investment Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Terence V. Pavlic
CRD#: 2004968
417 Genesee Street, Delafield, WI 53018
93
Wealthminder
score

Terence Pavlic (CRD# 2004968) is an Investment Advisor Representative working at Pavlic Investment Advisors, Inc. in Delafield, WI and has over 28 years of experience in the finance industry.

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