Falists
← Back to search

LANDAAS & COMPANY

LANDAAS & COMPANY, LLC

CRD 47487 · SEC 801-45055

Visit website

411 E WISCONSIN AVE, 20TH FLOOR, MILWAUKEE, WI, 53202, United States

Phone

414-223-1099

Fax

414-223-4685

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.93B

Discretionary AUM

$1.90B

Team

27 total employees; 21 advisory reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Commissions

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)CONSULTATION SERVICES

Client types

TypeClientsAUM
Individuals1183$490.4M
High net worth individuals617$1.43B
Charitable organizations3$9.4M
Corporations/business entities1$612K

States served

AZ, CA, CO, GA, IL, IN, KS, KY, LA, MI, MN, NV, NY, NC, OH, SC, TN, VA, WI, MO, WA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD