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Poehling Capital Management, Inc.
Madison, Wisconsin
Poehling Capital Management, Inc., a small investment advisory firm based out of Madison, WI, boasts a team of 5 dedicated professionals. With 4 of them providing top-notch investment advisory services, the firm maintains a commitment to excellence. On average, each investment advisor oversees approximately $85,030,000 in assets under management, a figure in line with industry standards.
With a wide-ranging compensation structure, Poehling Capital Management, Inc. offers flexibility to its discerning clients. Their compensation options include a percentage of assets under management, hourly charges, and fixed fees, ensuring that ...see more
Assets Under Mgmt
$338.09M
Investment Professionals
4
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Commissions
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Other Business Activities
- Insurance broker or agent
Reviews for Poehling Capital Management, Inc.
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