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Poehling Capital Management

EST. AUM
$591,270,000

CONTACTS
3

CLIENT ACCOUNTS
1,489

Firm Details

Metro area Madison
CRD Number 131668
Website poehlingcapital.com
Client types

Overview

Poehling Capital Management is a Registered Investment Advisory (RIA) firm. As such, it is held to the highest standard in the industry. It is a fiduciary and is beholden to the best interests of its clients, not to a brokerage house or outside entity. Individuals and families rely on the firm to serve as a trusted advisor. Its expertise covers the spectrum of financial planning, estate planning, and investment management. It is an alternative to Wall Street-based firms. Its foundations are built upon integrity, independence, and personal attention.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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