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Select Advisor Group, Inc. (Brookfield)


Select Advisor Group, Inc. is an internet adviser based in Brookfield. It manages $13.73 million of regulatory assets for 89 client accounts. It has been registered with the SEC as an adviser since 2001.




Select Advisor Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Select Advisor Group: assets under management

The assets under management (AUM) of Select Advisor Group, Inc. is $13.73 million. The firm's AUM has gone down by -56% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $13.65 million in discretionary accounts and $81.05 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $166.45 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $11.58 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Select Advisor Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Brookfield

The principal office where Select Advisor Group, Inc. performs its advisory services is located at 150 North Sunnyslope Road, Suite 320, Brookfield, WI 53005, 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 262-814-1840 or by fax 262-814-1844. The normal business hours are 8:00 pm - 5:00 pm on Monday - Friday.


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