T. Anton Investment House, Inc. is a large advisory firm based in Middleton. It manages $126.68 million of regulatory assets for 733 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Arizona, Minnesota, and Wisconsin.
T. Anton Investment House provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of T. Anton Investment House, Inc. is $126.68 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay T. Anton Investment House, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of T. Anton Investment House is high net worth individuals with 87 clients and $70.16 million of assets under management. Among the 10 most similar advisory firms, T. Anton Investment House has the 4th lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $126.68 million for 413 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
T. Anton Investment House doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where T. Anton Investment House, Inc. performs its advisory services is located at 6300 University Avenue, Middleton, WI 53562, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 608-501-1549. The normal business hours are 9 am -5 pm mon-thurs; fri 9-3 on Monday - Friday.