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, SEC-registered RIA that has operated since the mid-1970s. The firm serves both individual and family clients as well as institutional investors, acting as a capital allocator and adviser across financial planning, discretionary portfolio management, and the selection of sub-advisers. Its fee arrangements combine percentage-of-AUM billing with fixed fees. The firm reports affiliations with banking or trust companies and provides portfolio management for a mix of individuals, small businesses, and institutional entities. It does not identify 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 169Active vs passive
$1B in ETFs
99%
$1B
<1%
$7.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 GROWTH ETF (IVW) | BlackRock | Passive | Large Growth | $44.1M | 320,486 | 4.35% |
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
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