1834 Investment Advisors Co
Firm details
- Headquarters
- Milwaukee, Wisconsin
- CRD number
- 105435
- Registered since
- February 13, 1976
- Custodians
- CHARLES SCHWAB & CO., INC., EMPOWER FINANCIAL SERVICES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans53.61%
- HNWI43.23%
- Individuals3.06%
- Charitable Organizations0.08%
- State / Municipal Government0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
1834 Investment Advisors Co is an independent, privately held registered investment adviser that has been SEC-registered since 1976. The firm operates as a corporation and manages assets for both individual and family clients as well as institutional accounts. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and the selection of third‑party advisers. The firm describes itself as a capital allocator, deploying client capital both into public markets and into externally managed alternative strategies. Fee arrangements include percentage‑of‑AUM and fixed‑fee structures. The firm is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- US Government Bonds14%
- Investment Grade Corp Bonds9%
- State & Local Bonds5%
- Non-Exchange Traded Equities4%
Owners & executives
3 of 4
James Steiner
Chief Investment OfficerCRD 2250568
David Bucur
Chief Compliance OfficerCRD 7657912
Chady AlAhmar
Chief Executive OfficerCRD 7716264
Contacts
3 of 19
Michael Skinner
Managing DirectorCRD 4515794
Bradley Dirksen
Senior Retirement Plan ConsultantCRD 3063092
David Becker
Senior Managing DirectorCRD 2839572
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 85Active vs passive
$507M in ETFs
99%
$504M
<1%
$3.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 GROWTH ETF (IVW) | BlackRock | Passive | Large Growth | $44.1M | 320,486 | 8.69% |
Location
Milwaukee, WI
Milwaukee
Location
Milwaukee, WI
Headquartered in Milwaukee, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- Milwaukee
- Address
- 511 N Broadway
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Operose Advisors LLC
RIAMilwaukee, WI
Hammes Realty Advisors, LLC
RIAMilwaukee, WI
Heartland Advisors, Inc.
RIAMilwaukee, WI
Klcm Advisors, Inc.
RIAMilwaukee, WI
Diversified Management Inc
RIAMilwaukee, WI
Campbell Newman Asset Management Inc
RIAMilwaukee, WI