Pavlic Investment Advisors, Inc.

EST. AUM
$108,843,269

CONTACTS

CLIENT ACCOUNTS
195

Firm Details

Metro area Milwaukee
CRD Number 111246
Website pavlic.com
Client types

Overview

Pavlic Investment Advisors, Inc. is a Wisconsin-based registered investment adviser and fiduciary serving primarily high-net-worth individuals and families. The firm provides discretionary portfolio management, financial planning, and tax optimization services. Its investment approach focuses on direct investments in U.S. equities, investment-grade bonds, and publicly traded REITs through fundamental research and long-term portfolio management.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Pavlic Investment Advisors, Inc.

Platform Details

Investment Preferences

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Address

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