RIA Intel›Advisers›Wisconsin›ANALYTICAL INVESTMENT SERVICES

ANALYTICAL INVESTMENT SERVICES

Advisory

LA CROSSE, WI

Data as of Feb 5, 2026 · Source: SEC Form ADV

Average account
$221K
across 34 accounts
AUM per adviser
$8M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 5, 2026.

Total AUM
$8M
Discretionary %
100%
Clients
34
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$8M
Discretionary AUM$8M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients34
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InWI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in WI

Closest by assets under management. All figures from Form ADV.

HARMONY WEALTH LLC
$7M
ADLER FINANCIAL LLC
$7M
BLEIDORN TAX & INVESTMENT SERVICES, LLC
$8M
SIMPLICITY FINANCIAL, LLC
MILWAUKEE, WI
$8M
FINANCIAL PLANNING SERVICES, INC
MADISON, WI
$8M
-78.0% 1Y
ANDRAE FINANCIAL SERVICES LLC
$7M

Get the full picture on ANALYTICAL INVESTMENT SERVICES

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ANALYTICAL INVESTMENT SERVICES and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans