|
⚲
|
| Landaas & Company LLC
✚
|
|
|---|---|
| CRD # | 47487 |
| SEC # | 801-45055 |
| CIK # | |
| AUM | $1.7 B (2025-06-16) |
| Employees | 25 (84% Investors, 88% Brokers) |
| Phone | 414-223-1099 |
| Address | 411 E Wisconsin Ave Milwaukee, WI 53202 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,226 | 509.7 |
| (b) Individuals (high net worth individuals) | 541 | 1,207.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 6.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 4,030 | 1,724.2 |
| By Discretionary | ||
| Discretionary | 3,937 | 1,692.0 |
| Non-Discretionary | 93 | 32.3 |
| Total | 4,030 | 1,724.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,724.2 | |
| Total | 4,030 | 1,724.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Transamerica Financial Advisors LLC
✚
|
PA | 1.7 |
|
Independence Asset Advisors LLC
✚
|
PA | 1.7 |
|
Corda Investment Management LLC
✚
|
TX | 1.7 |
|
Conservest Capital Advisors Inc
✚
|
PA | 1.7 |
|
Novare Capital Management
✚
|
NC | 1.7 |
|
Atwood & Palmer Inc
✚
|
MO | 1.7 |
|
Ashton Thomas Securities LLC
✚
|
NY | 1.7 |
|
Silveroak Wealth Management LLC
✚
|
MN | 1.7 |
|
D'Annunzio Consulting Group LLC
✚
|
WA | 1.7 |
|
NBC Securities Inc
✚
|
AL | 1.7 |