A
CRD: 111235
Analytical Investment Services
LA Crosse, WI, 54603
6087818444
$7.5M Total AUM
$7.5M Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-02-2007
- Office Locations
- 1
Office Locations
1523 Rose Street, STE 8 LA Crosse WI
About Analytical Investment Services
Analytical Investment Services is a LA Crosse-based RIA. The firm has been operating for 19 years. Managing $7.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Portfolio Construction.
Team overview
-- AVG AGE
$7.5M AVG AUM / ADVISOR
$221.0K AVG AUM / CLIENT
19.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
North ridge
Investment Vehicles
Radial oak
Services
Signal foundation Alpha atlas
Owner & Executives
DANIEL GENE WILHELM
Financial Advisor, President
- CRD
- #1632258
- Ownership
- 75% or more
(611) 661-7746
pioneer.delta@crestcapital.com
in linkedin.com/in/horizon-catalyst
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,513,237 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,513,237 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,513,237
Other:
18.6% Cash:
47.5% Equity - Exchange:
33.9% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $1,489,503,290 | 18.6% |
| Cash | $3,803,839,048 | 47.5% |
| Equity - Exchange | $2,714,739,868 | 33.9% |
| Total | $8,008,082,206 | 100.0% |