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 registered investment adviser formed as a corporation and SEC-registered since 1976. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of outside advisers. Fee arrangements combine a percentage-of-assets model with fixed fees. The firm 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
Eric Holman
Chief Operating OfficerCRD 5032558
David Bucur
Chief Compliance OfficerCRD 7657912
Chady AlAhmar
Chief Executive OfficerCRD 7716264
Contacts
3 of 18John Claybon
Executive Manager DirectorCRD 4559433
William Dove
Senior Portfolio ManagerCRD 4234932
Randy Addie
Senior Retirement Plan AdvisorCRD 3210340
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 86Active vs passive
$444M in ETFs
99%
$442M
<1%
$2.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM TREASURY INDEX FUND (VGSH) | Vanguard | Passive | Short Government | $40.4M | 690,209 | 9.10% |
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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