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FINANCIAL SOLUTIONS, LLC
WAUKESHA, WI
262-542-5200
SEC #801-107129Total AUM
$852.4M
Employees
12Clients
740Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1900 AIRPORT ROAD
SUITE A
WAUKESHA
WI 53188
United States
SUITE A
WAUKESHA
WI 53188
United States
Operating Hours
8AM-4PM
Monday - Friday
Monday - Friday
Phone
262-542-5200
Other Offices
2
Financials
Total AUM
$852.4M
Accounts
2,166Discretionary
$637.5M
Accounts
1,996Non-Discretionary
$214.9M
Accounts
170
Clients
Individual Clients
290AUM
$161.1M
HNW Individual Clients
382AUM
$490M
Pension/Profit Sharing Plan Clients
26AUM
$193.4M
Charitable Organization Clients
33AUM
$6.9M
Corporation or Business Clients
9AUM
$948K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AKAZCAFLGAILINMIMNNCNEOHOKSCTXWAWI
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.