FILBRANDT INVESTMENT ADVISERS INCORPORATED
CRD #104562 SEC #801-55558 MIDDLETON, WI 608-836-3600
SEC Registered
Total AUM
$891M
Discretionary
$670.7M
Employees
14
Clients
26
Accounts
2,619
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $891M | $670.7M | $220.3M | 14 | 400 |
| Mar 2016 | $627.2M | $621M | $6.2M | 22 | 400 |
| Sep 2015 | $708M | $706.4M | $1.6M | 13 | 300 |
| Jun 2015 | $708M | $706.4M | $1.6M | 13 | 300 |
| Apr 2015 | $708M | $706.4M | $1.6M | 13 | 300 |
| Mar 2015 | $708M | $706.4M | $1.6M | 13 | 300 |
| Jul 2014 | $643.6M | $642.1M | $1.4M | 13 | 300 |
| Mar 2014 | $643.6M | $642.1M | $1.4M | 13 | 300 |
| Apr 2013 | $528M | $523.6M | $4.3M | 16 | 300 |
| Apr 2012 | $421.1M | $420.9M | $206.7K | 11 | 300 |
| Mar 2012 | $421.1M | $420.9M | $206.7K | 11 | 300 |
| May 2010 | $330.9M | $329.5M | $1.4M | -- | -- |
| Mar 2007 | $261.7M | $256.3M | $5.4M | -- | -- |
| Dec 2006 | $218.7M | $213.2M | $5.4M | -- | -- |
| Sep 2005 | $198.6M | $174.2M | $24.4M | -- | -- |
| Mar 2002 | $131M | $131M | $0 | -- | -- |
| Oct 2001 | $93.6M | $93.6M | $0 | -- | -- |
DateMar 2017
Total AUM$891M
Discretionary$670.7M
Non-Disc.$220.3M
Employees14
Clients400
DateMar 2016
Total AUM$627.2M
Discretionary$621M
Non-Disc.$6.2M
Employees22
Clients400
DateSep 2015
Total AUM$708M
Discretionary$706.4M
Non-Disc.$1.6M
Employees13
Clients300
DateJun 2015
Total AUM$708M
Discretionary$706.4M
Non-Disc.$1.6M
Employees13
Clients300
DateApr 2015
Total AUM$708M
Discretionary$706.4M
Non-Disc.$1.6M
Employees13
Clients300
DateMar 2015
Total AUM$708M
Discretionary$706.4M
Non-Disc.$1.6M
Employees13
Clients300
DateJul 2014
Total AUM$643.6M
Discretionary$642.1M
Non-Disc.$1.4M
Employees13
Clients300
DateMar 2014
Total AUM$643.6M
Discretionary$642.1M
Non-Disc.$1.4M
Employees13
Clients300
DateApr 2013
Total AUM$528M
Discretionary$523.6M
Non-Disc.$4.3M
Employees16
Clients300
DateApr 2012
Total AUM$421.1M
Discretionary$420.9M
Non-Disc.$206.7K
Employees11
Clients300
DateMar 2012
Total AUM$421.1M
Discretionary$420.9M
Non-Disc.$206.7K
Employees11
Clients300
DateMay 2010
Total AUM$330.9M
Discretionary$329.5M
Non-Disc.$1.4M
Employees--
Clients--
DateMar 2007
Total AUM$261.7M
Discretionary$256.3M
Non-Disc.$5.4M
Employees--
Clients--
DateDec 2006
Total AUM$218.7M
Discretionary$213.2M
Non-Disc.$5.4M
Employees--
Clients--
DateSep 2005
Total AUM$198.6M
Discretionary$174.2M
Non-Disc.$24.4M
Employees--
Clients--
DateMar 2002
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees--
Clients--
DateOct 2001
Total AUM$93.6M
Discretionary$93.6M
Non-Disc.$0
Employees--
Clients--