CRD: 174970
T. Anton Investment House, Inc.
$366.6M Total AUM
$366.6M Disc. AUM
16.0% 3Y CAGR
6 Employees
328 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-13-2015
- Office Locations
- 2
Office Locations
708 Heartland Trail Suite #3000 Madison WI
-- Madison WI
About T. Anton Investment House, Inc.
T. Anton Investment House is a boutique, fee-only, independent RIA in Madison, WI providing investment management and holistic financial planning (retirement, estate and income tax planning). Led by CFP Tracey Anton, the firm emphasizes fiduciary, unbiased advice with no proprietary products and serves individuals and families seeking a clear roadmap and steady guidance through market volatility.
Team overview
-- AVG AGE
$122.2M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
5.9 yrs AVG TENURE
6 Employees
3 Advisory Reps
3 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
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Platform
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Services
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Owner & Executives
TRACEY CAROL ANTON
President
- CRD
- #2457436
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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BRENDA JOYCE SIMS
Certified Financial Planner
- CRD
- #5501442
Available
Available
Available
M
MICHAEL RAY SMITH
--
- CRD
- #6022378
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $366,642,843 | $411,496 |
| Non-Discretionary | $0 | -- |
| Total | $366,642,843 | $411,496 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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