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PAVLIC INVESTMENT ADVISORS, INC.
CRD 111246 · SEC 801-136029
440 WELLS STREET, 203, DELAFIELD, WI, 53018, United States
Phone
262-646-4300
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$108.8M
Discretionary AUM
$92.0M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 58 | $25.6M |
| High net worth individuals | 28 | $81.5M |
| Pension/profit sharing plans | 1 | $1.8M |
States served
IL, WI, TX
All web addresses on file
Official SEC filing: View on IAPD