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Building 2TOWER VIEW WEALTH MANAGEMENT LLC

Map pin
Phone414-253-4096
NotebookSEC #801-110226
Total AUM
$317.9M
Employees
6
Clients
209

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
414-253-4096
Other Offices
1

ReceiptFinancials

Total AUM
$317.9M
Accounts
209
Discretionary
$317.9M
Accounts
209
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
136
AUM
$39M
HNW Individual Clients
70
AUM
$262.7M
Pension/Profit Sharing Plan Clients
2
AUM
$11.7M
Corporation or Business Clients
1
AUM
$4.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILMNNHTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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