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BEADELL A D INVESTMENT COUNSEL INC
CRD 106946 · SEC 801-10677
10224 N PORT WASHINGTON ROAD, MEQUON, WI, 53092, United States
Phone
262-241-0331
Fax
262-241-0332
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$250.0M
Discretionary AUM
$250.0M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-18
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 25 | $11.7M |
| High net worth individuals | 65 | $224.2M |
| Charitable organizations | 5 | $14.0M |
States served
CO, IL, WI
All web addresses on file
Official SEC filing: View on IAPD