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| Packerland Brokerage Services Inc
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|---|---|
| CRD # | 37031 |
| SEC # | 801-74927 |
| CIK # | |
| AUM | $909.5 M (2025-03-27) |
| Employees | 286 (56% Investors, 100% Brokers) |
| Phone | 920-662-9500 |
| Address | 432 Security Blvd Green Bay, WI 54313-9709 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,958 | 749.0 |
| (b) Individuals (high net worth individuals) | 268 | 145.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 8.8 |
| (h) Charitable organizations | 5 | 2.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 3.8 |
| (n) Other | 0 | 0.0 |
| Total | 4,245 | 909.5 |
| By Discretionary | ||
| Discretionary | 2,511 | 569.2 |
| Non-Discretionary | 1,734 | 340.3 |
| Total | 4,245 | 909.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 909.5 | |
| Total | 4,245 | 909.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lafleur & Godfrey LLC
✚
|
MI | 0.9 |
|
Coyle Financial Counsel LLC
✚
|
IL | 0.9 |
|
Sikich Capital Management LLC
✚
|
IL | 0.9 |
|
Sharkey Howes & Javer Inc
✚
|
CO | 0.9 |
|
Everest Financial Group LLC
✚
|
MN | 0.9 |
|
Lineweaver Wealth Advisors LLC
✚
|
OH | 0.9 |
|
Emerald Advisors LLC
✚
|
WA | 0.9 |
|
Benjamin F Edwards Wealth Management LLC
✚
|
MO | 0.9 |
|
Old Mission Investment Company LLC
✚
|
MI | 0.9 |
|
Fiduciary Experts LLC
✚
|
0.9 |