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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Horizon signal
- Established Date
- 12-04-1997
- Office Locations
- 1
Office Locations
About Pavlic Investment Advisors, Inc.
Pavlic Investment Advisors is a privately owned fiduciary RIA serving primarily high net worth individuals with holistic planning and discretionary portfolio management. CFA charterholders build client portfolios using deep fundamental analysis and direct holdings in U.S. stocks, investment-grade corporate bonds, and publicly traded U.S. REITs, aiming to maximize returns while managing downside risk. The team invests its own capital alongside clients and avoids mutual-fund fee layering.
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Owner & Executives
RICHARD CHARLES SCHILLER
Chief Compliance Officer, President, Wealth Advisor
- CRD
- #6478044
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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WILLIAM ROLAND WARNKE
Principal, TREASURER, VICE PRESIDENT
- CRD
- #4398470
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $91,965,325 | $481,494 |
| Non-Discretionary | $16,877,944 | $4,219,486 |
| Total | $108,843,269 | $558,171 |
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Separately Managed Accounts
Total SMA Asset: $108,843,269
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $337,642,862 | 13.2% |
| Public Funds | $503,906,392 | 19.7% |
| Corporate - Investment Grade | $411,821,975 | 16.1% |
| Municipal Bonds | $509,022,193 | 19.9% |
| Private Funds | $511,580,093 | 20.0% |
| Cash | $283,926,951 | 11.1% |
| Total | $2,557,900,466 | 100.0% |