AUMdb

National Accounting And Business Solutions, Sc

State-registered Investment Adviser CRD 165186 · Hales Corners, WI · NABSTAX.COM
☆ Save with Pro ADV data as of Apr 21, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees
3

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) Fewer than 5 clients
High net worth individuals Fewer than 5 clients

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
John Robert Brandt Registered representative Aug 2012 (14y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 04/21/2026 980 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Other fees
  • REFERRAL REVENUE SHARING AGREEMENT

Services

  • Other services

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 21, 2026.

View current Form ADV (SEC/IAPD) ↗