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Pavlic Investment Advisors, Inc. (Delafield)


Pavlic Investment Advisors, Inc. is an adviser based in Delafield. It manages $50.91 million of regulatory assets for 161 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Wisconsin.

Pavlic Investment Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and security research and investment management related analysis and advice. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pavlic Investment Advisors: assets under management

The assets under management (AUM) of Pavlic Investment Advisors, Inc. is $50.91 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 69% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $50.91 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $316.22 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pavlic Investment Advisors, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Delafield

The principal office where Pavlic Investment Advisors, Inc. performs its advisory services is located at 417 Genesee Street, Delafield, WI 53018, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 262-646-4300 or by fax 866-646-5556. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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