PAVLIC INVESTMENT ADVISORS, INC.
Firm details
- Headquarters
- DELAFIELD, Wisconsin
- CRD number
- 111246
- Registered since
- May 5, 2026
- Website
- www.pavlic.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI74.83%
- Individuals23.48%
- Pension & Profit Sharing Plans1.68%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Pavlic Investment Advisors, Inc. is an independent registered investment adviser that manages portfolios for individuals, families and institutional clients. The firm provides financial planning and portfolio management for individuals, small businesses and institutions, and charges fees based on a percentage of assets under management. Filings show it is organized as a corporation and reports no active ESG program, it is not a multi-state adviser, and it does not function as a capital allocator to external managers.
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 Equities59%
- Public Funds/Mutual Funds15%
- Investment Grade Corp Bonds13%
- State & Local Bonds7%
- Private Funds4%
Contacts
2 of 2WILLIAM WARNKE
Co-Owner and Co-FounderCRD 4398470
RICHARD SCHILLER
President & PartnerCRD 6478044
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DELAFIELD, WI
WAUKESHA
Location
DELAFIELD, WI
Headquartered in DELAFIELD, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- WAUKESHA
- Address
- 440 Wells St
- Time zone
- CT (UTC-6)
- Office locations
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