M&I FINANCIAL ADVISORS, INC.
CRD #16517 SEC #801-74429 MILWAUKEE, WI 414-765-7969
SEC Registered Broker-Dealer Disclosures
Total AUM
$3.8B
Discretionary
$2.5B
Employees
251
Clients
0
Accounts
36,252
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2012 | $3.8B | $2.5B | $1.3B | 251 | 5,500 |
| May 2012 | $0 | $0 | $0 | 251 | 5,500 |
| Apr 2012 | $0 | $0 | $0 | 251 | 5,500 |
| Feb 2012 | $0 | $0 | $0 | 251 | 5,500 |
| Apr 2007 | $6B | $0 | $6B | 251 | -- |
| Mar 2007 | $6B | $0 | $6B | 251 | -- |
DateJul 2012
Total AUM$3.8B
Discretionary$2.5B
Non-Disc.$1.3B
Employees251
Clients5,500
DateMay 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees251
Clients5,500
DateApr 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees251
Clients5,500
DateFeb 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees251
Clients5,500
DateApr 2007
Total AUM$6B
Discretionary$0
Non-Disc.$6B
Employees251
Clients--
DateMar 2007
Total AUM$6B
Discretionary$0
Non-Disc.$6B
Employees251
Clients--