1834 INVESTMENT ADVISORS CO.

CRD 105435 · SEC 801-11335

Visit website

511 N BROADWAY, SUITE 801, MILWAUKEE, WI, 53202, United States

Phone

(414) 615-1012

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.20B

Discretionary AUM

$2.20B

Team

45 total employees; 30 advisory reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-04-22

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

Type	Clients	AUM
Individuals	159	$67.2M
High net worth individuals	210	$949.6M
Pension/profit sharing plans	168	$1.18B
Charitable organizations	4	$1.8M
State/municipal entities	1	$369K

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

HTTPS://WWW.1834investmentadvisors.com
https://www.linkedin.com/company/1834-investment-advisors/

Official SEC filing: View on IAPD