PACKERLAND BROKERAGE SERVICES, INC.
CRD #37031 SEC #801-74927 GREEN BAY, WI 920-662-9500
SEC Registered Broker-Dealer Disclosures
Total AUM
$909.5M
Discretionary
$569.2M
Employees
286
Clients
101
Accounts
4,245
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $909.5M | $569.2M | $340.3M | 286 | 24 |
| Mar 2025 | $909.5M | $569.2M | $340.3M | 286 | 24 |
| Jun 2024 | $854.2M | $463.8M | $390.4M | 290 | 16 |
| May 2024 | $854.2M | $463.8M | $390.4M | 290 | 16 |
| Mar 2024 | $854.2M | $463.8M | $390.4M | 290 | 16 |
| Dec 2023 | $930M | $317.5M | $612.4M | 273 | 16 |
| Mar 2023 | $930M | $317.5M | $612.4M | 273 | 16 |
| Mar 2023 | $930M | $317.5M | $612.4M | 273 | 16 |
| Feb 2023 | $740.7M | $178.5M | $562.2M | 272 | 10 |
| Mar 2022 | $740.7M | $178.5M | $562.2M | 272 | 10 |
| Mar 2021 | $604.4M | $98.5M | $505.9M | 179 | 3,027 |
| Jun 2020 | $496.2M | $52.3M | $443.9M | 151 | 2,570 |
| Mar 2020 | $496.2M | $52.3M | $443.9M | 151 | 2,570 |
| Mar 2019 | $323.6M | $0 | $323.6M | 146 | 2,315 |
| Mar 2018 | $523.4M | $21.2M | $502.2M | 162 | 2,427 |
| Nov 2017 | $238.6M | $18.1M | $220.4M | 256 | 2,141 |
| Sep 2017 | $238.6M | $18.1M | $220.4M | 256 | 1,000 |
| Apr 2017 | $238.6M | $18.1M | $220.4M | 256 | 1,000 |
| Apr 2017 | $238.6M | $18.1M | $220.4M | 256 | 1,000 |
| Mar 2017 | $238.6M | $18.1M | $220.4M | 256 | 1,000 |
| Jan 2017 | $155.3M | $16.2M | $139.1M | 242 | 1,000 |
| Mar 2016 | $155.3M | $16.2M | $139.1M | 242 | 1,000 |
| Sep 2015 | $150.5M | $15.5M | $135.1M | 228 | 944 |
| Mar 2015 | $150.5M | $15.5M | $135.1M | 228 | 944 |
| Apr 2014 | $116.7M | $14.1M | $102.7M | 210 | 1,100 |
| Mar 2014 | $116.7M | $14.1M | $102.7M | 210 | 1,100 |
| Sep 2013 | $87.8M | $9.9M | $77.9M | 217 | 1,000 |
| Jul 2013 | $87.8M | $9.9M | $77.9M | 217 | 1,000 |
| May 2013 | $87.8M | $9.9M | $77.9M | 217 | 1,000 |
| Mar 2013 | $87.8M | $9.9M | $77.9M | 217 | 1,000 |
| Feb 2013 | $69.3M | $9.4M | $59.9M | 242 | 1,800 |
| Apr 2012 | $69.3M | $9.4M | $59.9M | 251 | 1,800 |
| Mar 2012 | $69.3M | $9.4M | $59.9M | 251 | 1,800 |
| Mar 2012 | $69.3M | $9.4M | $59.9M | 251 | 1,800 |
DateAug 2025
Total AUM$909.5M
Discretionary$569.2M
Non-Disc.$340.3M
Employees286
Clients24
DateMar 2025
Total AUM$909.5M
Discretionary$569.2M
Non-Disc.$340.3M
Employees286
Clients24
DateJun 2024
Total AUM$854.2M
Discretionary$463.8M
Non-Disc.$390.4M
Employees290
Clients16
DateMay 2024
Total AUM$854.2M
Discretionary$463.8M
Non-Disc.$390.4M
Employees290
Clients16
DateMar 2024
Total AUM$854.2M
Discretionary$463.8M
Non-Disc.$390.4M
Employees290
Clients16
DateDec 2023
Total AUM$930M
Discretionary$317.5M
Non-Disc.$612.4M
Employees273
Clients16
DateMar 2023
Total AUM$930M
Discretionary$317.5M
Non-Disc.$612.4M
Employees273
Clients16
DateMar 2023
Total AUM$930M
Discretionary$317.5M
Non-Disc.$612.4M
Employees273
Clients16
DateFeb 2023
Total AUM$740.7M
Discretionary$178.5M
Non-Disc.$562.2M
Employees272
Clients10
DateMar 2022
Total AUM$740.7M
Discretionary$178.5M
Non-Disc.$562.2M
Employees272
Clients10
DateMar 2021
Total AUM$604.4M
Discretionary$98.5M
Non-Disc.$505.9M
Employees179
Clients3,027
DateJun 2020
Total AUM$496.2M
Discretionary$52.3M
Non-Disc.$443.9M
Employees151
Clients2,570
DateMar 2020
Total AUM$496.2M
Discretionary$52.3M
Non-Disc.$443.9M
Employees151
Clients2,570
DateMar 2019
Total AUM$323.6M
Discretionary$0
Non-Disc.$323.6M
Employees146
Clients2,315
DateMar 2018
Total AUM$523.4M
Discretionary$21.2M
Non-Disc.$502.2M
Employees162
Clients2,427
DateNov 2017
Total AUM$238.6M
Discretionary$18.1M
Non-Disc.$220.4M
Employees256
Clients2,141
DateSep 2017
Total AUM$238.6M
Discretionary$18.1M
Non-Disc.$220.4M
Employees256
Clients1,000
DateApr 2017
Total AUM$238.6M
Discretionary$18.1M
Non-Disc.$220.4M
Employees256
Clients1,000
DateApr 2017
Total AUM$238.6M
Discretionary$18.1M
Non-Disc.$220.4M
Employees256
Clients1,000
DateMar 2017
Total AUM$238.6M
Discretionary$18.1M
Non-Disc.$220.4M
Employees256
Clients1,000
DateJan 2017
Total AUM$155.3M
Discretionary$16.2M
Non-Disc.$139.1M
Employees242
Clients1,000
DateMar 2016
Total AUM$155.3M
Discretionary$16.2M
Non-Disc.$139.1M
Employees242
Clients1,000
DateSep 2015
Total AUM$150.5M
Discretionary$15.5M
Non-Disc.$135.1M
Employees228
Clients944
DateMar 2015
Total AUM$150.5M
Discretionary$15.5M
Non-Disc.$135.1M
Employees228
Clients944
DateApr 2014
Total AUM$116.7M
Discretionary$14.1M
Non-Disc.$102.7M
Employees210
Clients1,100
DateMar 2014
Total AUM$116.7M
Discretionary$14.1M
Non-Disc.$102.7M
Employees210
Clients1,100
DateSep 2013
Total AUM$87.8M
Discretionary$9.9M
Non-Disc.$77.9M
Employees217
Clients1,000
DateJul 2013
Total AUM$87.8M
Discretionary$9.9M
Non-Disc.$77.9M
Employees217
Clients1,000
DateMay 2013
Total AUM$87.8M
Discretionary$9.9M
Non-Disc.$77.9M
Employees217
Clients1,000
DateMar 2013
Total AUM$87.8M
Discretionary$9.9M
Non-Disc.$77.9M
Employees217
Clients1,000
DateFeb 2013
Total AUM$69.3M
Discretionary$9.4M
Non-Disc.$59.9M
Employees242
Clients1,800
DateApr 2012
Total AUM$69.3M
Discretionary$9.4M
Non-Disc.$59.9M
Employees251
Clients1,800
DateMar 2012
Total AUM$69.3M
Discretionary$9.4M
Non-Disc.$59.9M
Employees251
Clients1,800
DateMar 2012
Total AUM$69.3M
Discretionary$9.4M
Non-Disc.$59.9M
Employees251
Clients1,800