Pavlic Investment Advisors, Inc.

Pavlic Investment Advisors, Inc. (CRD# 111246) is a financial advisory firm headquartered in Delafield, WI. They manage $69,277,554 in 172 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
440 Wells Street, 203, Delafield, WI 53018
http://www.pavlic.com
By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    172
    ACCOUNTS
  • Average Account Value
    $402,776
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, WI

Financial Advisors at Pavlic Investment Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Terence Pavlic, financial advisor Delafield WI
Terence V. Pavlic
CRD#: 2004968
440 Wells St., Ste 203, Delafield, WI 53018

Terence Pavlic (CRD# 2004968) is an Investment Advisor Representative working at Pavlic Investment Advisors, Inc. in Delafield, WI and has over 34 years of experience in the finance industry.

2
Richard Schiller, financial advisor Delafield WI
Richard C. Schiller
CRD#: 6478044
440 Wells Street, 203, Delafield, WI 53018

Richard Schiller (CRD# 6478044) is an Investment Advisor Representative working at Pavlic Investment Advisors, Inc. in Delafield, WI and has over 8 years of experience in the finance industry.

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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