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| Keyboard |
| Packerland Brokerage Services Inc
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|---|---|
| CRD # | 37031 |
| SEC # | 801-74927 |
| CIK # | |
| AUM | 1,358.2 M (2026-04-15) |
| Employees | 318 (52% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 920-662-9500 |
| Address | 432 Security Blvd Green Bay, WI 54313-9709 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,725 | 850.1 |
| (b) Individuals (high net worth individuals) | 1,120 | 494.0 |
| (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 | 4 | 6.5 |
| (h) Charitable organizations | 8 | 3.0 |
| (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 | 11 | 4.5 |
| (n) Other | 0 | 0.0 |
| Total | 6,993 | 1,358.2 |
| By Discretionary | ||
| Discretionary | 5,134 | 768.6 |
| Non-Discretionary | 1,859 | 589.6 |
| Total | 6,993 | 1,358.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,358.2 | |
| Total | 6,993 | 1,358.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 25 |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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