RESONANT CAPITAL ADVISORS, LLC

http://www.resonantcapital.com MADISON, WI Investment Advisor How do I update this listing?

Resonant Capital Advisors is based out of Madison. Resonant Capital Advisors is a large advisory firm with 154 clients and discretionary assets under management (AUM) of $364,778,770 (Form ADV from 2020-01-28). Their last reported 13F filing for Q4 2019 included $316,987,000 in managed 13F securities and a top 10 holdings concentration of 27.16%. Resonant Capital Advisors's largest holding is Invesco BuyBack Achievers ETF with shares held of 176,909. Whalewisdom has at least 1 13F filings

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12/31/2019

Top Sells

  • Name% Change

12/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 3.96%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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RESONANT CAPITAL ADVISORS, LLC
33 E. MAIN STREET SUITE 440
MADISON WI    53703
Country: United States

Business Phone: (608) 733-6220
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: WI
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 154
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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