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Googins Advisors, Inc.
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Overview Share
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Middleton, Wisconsin
$252.8 million AUM
1 office

Googins Advisors, Inc. is based in Middleton, Wisconsin and has $252.8 million in assets under management.

Location
6417 University Avenue
Middleton, WI 53562
$252.8 million
AUM
6
Employees
AUM Share
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$252,765,880
Assets under management
1,286 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 690 $252,765,880 100% $366,327
Employees Share
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6
Employees
2
Investment analysts
33% of total employees
AUM per employee Share
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$252,765,880
Assets under management
$42,127,647
AUM per employee
$126,382,940
AUM per investment analyst
About Share
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Compensation

Googins Advisors, Inc. makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
  • Commissions
Services offered

Googins Advisors, Inc. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Business activities
  • Broker-dealer
  • Insurance broker or agent
Firm data Share
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CRD number 13,985
SEC number 801-68432
Legal structure Corporation
Legal governance Wisconsin, United States
Latest ADV filing date April 03, 2020

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