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| Keyboard |
| Pavlic Investment Advisors Inc
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|
|---|---|
| CRD # | 111246 |
| SEC # | 801-136029 |
| CIK # | |
| AUM | 108.8 M (2026-05-04) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 262-646-4300 |
| Address | 440 Wells Street Delafield, WI 53018 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 58 | 25.6 |
| (b) Individuals (high net worth individuals) | 28 | 81.5 |
| (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 | 1 | 1.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 195 | 108.8 |
| By Discretionary | ||
| Discretionary | 191 | 92.0 |
| Non-Discretionary | 4 | 16.9 |
| Total | 195 | 108.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 108.7 | |
| Total | 195 | 108.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
|
Aspire Advisors LLC
✚
|
NY | 109.2 M |
|
Partners Capital Services Inc
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|
NY | 109.1 M |
|
A Better Way Financial LLC
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PA | 109.0 M |
|
Blue Granite Capital LLC
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|
HFG Colorado Inc
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|
CO | 108.8 M |
|
Grace Capital Management LLC
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TX | 108.7 M |
|
Ten Peaks Partners LLC
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|
MO | 108.6 M |
|
Double Eagle Wealth Management LLC
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|
TX | 108.6 M |
|
Lynch Financial Advisors Inc
✚
|
CA | 108.6 M |
|
L&S Private Wealth LLC
✚
|
OK | 108.5 M |