Aal Capital Management Corporation is a large advisory firm based in Appleton. It manages $7.23 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.
Aal Capital Management Corporation provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Aal Capital Management Corporation is $7.23 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -30% 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 Aal Capital Management Corporation 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.
Carl Julius Rudolph has been acting as President since 1 Nov 1999. Robert Gary Same joined the executive team most recently as the Vice President And Chief Compliance Officer.
The principal office where Aal Capital Management Corporation performs its advisory services is located at 222 W College Ave, Appleton, WI 54919 0007, which is also the mailing address of the firm. An additional office of the firm is in Minneapolis, MN. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 920-734-5721 or by fax 920-628-6615. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday.