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Patrick William Poehling

POEHLING CAPITAL MANAGEMENT, INC.·MADISON, Wisconsin
Unclaimed Profile
525 JUNCTION ROAD, MADISON, WI 53717CRD# 4292865Firm CRD# 131668
01

About

Patrick William Poehling is a registered financial advisor based in MADISON, Wisconsin, affiliated with POEHLING CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
POEHLING CAPITAL MANAGEMENT, INC.
POEHLING CAPITAL MANAGEMENT, INC.
AUM
$416M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at POEHLING CAPITAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Commissions
Regulatory
SEC/IARD CRD# 4292865
Firm CRD# 131668
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Patrick William Poehling offer?
Patrick William Poehling specializes in Financial Planning, Investment Management. Contact their office in MADISON, Wisconsin for a consultation.
What are Patrick William Poehling's credentials?
Patrick William Poehling is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick William Poehling located?
Patrick William Poehling is based in MADISON, Wisconsin, working with POEHLING CAPITAL MANAGEMENT, INC.. Their office serves clients in the MADISON metropolitan area and surrounding communities.
How does Patrick William Poehling charge for services?
Patrick William Poehling's firm is compensated through percentage of aum, hourly charges, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is POEHLING CAPITAL MANAGEMENT, INC.?
POEHLING CAPITAL MANAGEMENT, INC. has approximately 5 employees and manages $416M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MADISON
Jennifer Lee Hauman Lazarus — ENVEST MICROFINANCE COOPERATIVEThomas Ronald Poehling — POEHLING CAPITAL MANAGEMENT, INC.Daniel John Determan — CLF ASSET MANAGEMENT, INC.David E Arnstein — VENTURE INVESTORS LLCAlyssa Christine Rudakas — HANSBERGER GROWTH INVESTORS, LP
Nearby cities in Wisconsin
MILWAUKEE (515)GREEN BAY (92)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)
City Guides
MILWAUKEE GuideGREEN BAY GuideAPPLETON GuideWAUKESHA GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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