Overview
Assets Under Management: $109 million
Headquarters: DELAFIELD, WI
High-Net-Worth Clients: 28
Average Client Assets: $2.9 million
Frequently Asked Questions
PAVLIC INVESTMENT ADVISORS, 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 #111246), PAVLIC INVESTMENT ADVISORS, INC. is subject to fiduciary duty under federal law.
PAVLIC INVESTMENT ADVISORS, INC. is headquartered in DELAFIELD, WI.
PAVLIC INVESTMENT ADVISORS, INC. serves 28 high-net-worth clients according to their SEC filing dated April 28, 2026. View client details ↓
According to their SEC Form ADV, PAVLIC INVESTMENT ADVISORS, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
PAVLIC INVESTMENT ADVISORS, INC. manages $109 million in client assets according to their SEC filing dated April 28, 2026.
According to their SEC Form ADV, PAVLIC INVESTMENT ADVISORS, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.83%
Average Client Assets: $2.9 million
Total Client Accounts: 195
Discretionary Accounts: 191
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 111246
Filing ID: 2099224
Last Filing Date: 2026-04-28 20:39:55