PAVLIC INVESTMENT ADVISORS, INC.
  • PAVLIC INVESTMENT ADVISORS, INC.

Adviser Profile

As of Date 05/04/2026
Registration Illinois, Approved, 01/02/2019
Other registrations (3)
Former registrations

PAVLIC INVESTMENT ADVISORS, INC.

ADV Location DELAFIELD, WI, United States
Contact Info 262 xxxxxxx
Websites
AUM* 108,843,269
of that, discretionary 91,965,325
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 558,171
% High Net Worth 32.18%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

92M 79M 66M 53M 39M 26M 13M
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees