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T. ANTON INVESTMENT HOUSE, INC.

MADISON, WI · CRD 174970 · IAPD ↗ · tantoninvestmenthouse.com · 608-501-1549

$366.6MRegulatory AUM
3Advisory reps
6Employees
0Clients
251-500Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
March 2025 — T. ANTON INVESTMENT HOUSE, INC. moved its main office from MIDDLETON, WI to MADISON, WI.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
March 2024 — T. ANTON INVESTMENT HOUSE, INC. shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.