Overview
Assets Under Management: $562 million
Headquarters: APPLETON, WI
High-Net-Worth Clients: 54
Average Client Assets: $1.7 million
Frequently Asked Questions
ADVISORS' PRIDE INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #170669), ADVISORS' PRIDE INC. is subject to fiduciary duty under federal law.
ADVISORS' PRIDE INC. is headquartered in APPLETON, WI.
ADVISORS' PRIDE INC. serves 54 high-net-worth clients according to their SEC filing dated March 23, 2018. View client details ↓
According to their SEC Form ADV, ADVISORS' PRIDE INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
ADVISORS' PRIDE INC. manages $562 million in client assets according to their SEC filing dated March 23, 2018.
According to their SEC Form ADV, ADVISORS' PRIDE INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 16.58%
Average Client Assets: $1.7 million
Total Client Accounts: 3,343
Discretionary Accounts: 3,052
Non-Discretionary Accounts: 291
Regulatory Filings
CRD Number: 170669
Filing ID: 1180197
Last Filing Date: 2018-03-23 11:17:00