T. Anton Investment House, Inc.

T. Anton Investment House, Inc. (CRD# 174970) is a financial advisory firm headquartered in Middleton, WI. They manage $274,916,777 in 915 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details

6300 University Avenue, Suite 100, Middleton, WI 53562

https://www.tantoninvestmenthouse.com/

By the Numbers

Total Assets Under Management

275

MILLION
Total Number of Accounts

915

ACCOUNTS
Average Account Value

$300,455

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

AZ, FL, IL, MN, NH, WI

Financial Advisors at T. Anton Investment House, Inc.

Showing 1 - 2 of 2 top financial advisors.

Tracey C. Anton

CRD#: 2457436

Madison, WI

Tracey Anton (CRD# 2457436) is an Investment Advisor Representative working at T. Anton Investment House, Inc. in Madison, WI and has over 29 years of experience in the finance industry.

Brenda J. Sims

CRD#: 5501442

6300 University Avenue, Suite 100, Middleton, WI 53562

Brenda Sims (CRD# 5501442) is an Investment Advisor Representative working at T. Anton Investment House, Inc. in Middleton, WI and has over 14 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

Request Proposals