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Building 2FALCONS ROCK IMPACT INVESTMENTS, LLC

Map pinGERMANTOWN, WI
Phone262-250-3100
NotebookSEC #801-108622
Total AUM
$2M
Employees
3
Clients
18

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
W175N11081 STONEWOOD DRIVE,
SUITE 201
GERMANTOWN
WI 53022
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
262-250-3100

ReceiptFinancials

Total AUM
$2M
Accounts
20
Discretionary
$2M
Accounts
20
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
18
AUM
$2M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TXWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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