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Gregory Todd Mahalick

ASSET MANAGEMENT FOR PROFESSIONALS INC·WHITEFISH BAY, Wisconsin
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421 E. SILVER SPRING DRIVE, WHITEFISH BAY, WI 53217CRD# 2940893Firm CRD# 108712
01

About

Gregory Todd Mahalick is a registered financial advisor based in WHITEFISH BAY, Wisconsin, affiliated with ASSET MANAGEMENT FOR PROFESSIONALS INC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
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Firm Overview

Firm
ASSET MANAGEMENT FOR PROFESSIONALS INC
AMP WEALTH MANAGEMENT
AUM
$434M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at ASSET MANAGEMENT FOR PROFESSIONALS INC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2940893
Firm CRD# 108712
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gregory Todd Mahalick offer?
Gregory Todd Mahalick specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in WHITEFISH BAY, Wisconsin for a consultation.
What are Gregory Todd Mahalick's credentials?
Gregory Todd Mahalick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Todd Mahalick located?
Gregory Todd Mahalick is based in WHITEFISH BAY, Wisconsin, working with ASSET MANAGEMENT FOR PROFESSIONALS INC. Their office serves clients in the WHITEFISH BAY metropolitan area and surrounding communities.
How does Gregory Todd Mahalick charge for services?
Gregory Todd Mahalick's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASSET MANAGEMENT FOR PROFESSIONALS INC?
ASSET MANAGEMENT FOR PROFESSIONALS INC has approximately 4 employees and manages $434M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WHITEFISH BAY
Nicholas Enea — WFA ASSET MANAGEMENT CORPWayne Erwin Hansen — ASSET MANAGEMENT FOR PROFESSIONALS INCJerome Arthur Mahalick — ASSET MANAGEMENT FOR PROFESSIONALS INCMarilou Davido — WFA ASSET MANAGEMENT CORPDeyan Stojanovic — ASSET MANAGEMENT FOR PROFESSIONALS INC
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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