William Schlofman
William Schlofman is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Peoria, AZ, with 4 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.
Location
16155 North 83rd Ave. Ste 205, Peoria, AZ, 85382
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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William is a partner at Pressio LLC, focusing on manufacturing and licensing a patented product, dedicating a few hours per week. He also serves as a Bishop with check-signing authority at the Church of Jesus Christ of Latter-day Saints, spending a few hours per week.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
State Registrations40 states
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