SW INVESTMENT ADVISORY CORP
Legal name: INVESTMENT ADVISORY CORP
CRD #106016 SEC #801-45466 MILWAUKEE, WI 414-578-8042
SEC Registered
Total AUM
$84M
Discretionary
$84M
Employees
5
Clients
--
Accounts
261
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 9, 2004
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WIEDERHOLT, STEVEN | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Jan 9, 2004 REGISTERED
Notice Filings (3)
CT IL WI
Address
12129 W FEERICK STREETMILWAUKEE, WI 53222
USA
Phone: 414-578-8042