Overview
Assets Under Management: $909 million
Headquarters: GREEN BAY, WI
High-Net-Worth Clients: 268
Average Client Assets: $543,857
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 268
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 16.03
Average High-Net-Worth Client Assets: $543,857
Total Client Accounts: 4,245
Discretionary Accounts: 2,511
Non-Discretionary Accounts: 1,734
Regulatory Filings
CRD Number: 37031
Filing ID: 2012573
Last Filing Date: 2025-08-28 09:46:00
Website: https://pbshq.com