1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2FALCONS ROCK INVESTMENT COUNSEL, LLC

Map pinGERMANTOWN, WI
Phone262-240-0919
NotebookSEC #801-110513
Total AUM
$0
Employees
3
Clients
29

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 A.M. - 5:00 P.M.
Monday - Friday
Phone
262-240-0919

ReceiptFinancials

Total AUM
$0
Accounts
0
Discretionary
$0
Accounts
0
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
1
AUM
$0
HNW Individual Clients
20
AUM
$0
Pension/Profit Sharing Plan Clients
7
AUM
$0
Charitable Organization Clients
1
AUM
$0

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningOther ServicesPension Consulting
Other Services
INVESTMENT CONSULTATIONS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other Fee
Other Compensation
PERCENT OF AGGREGATE MARKET VALUE OF CLIENT ACCOUNTS

Shield checkCompliance

Disclosures

None reported

State Registrations
TXWI

HandshakeAffiliates

View all affiliates →

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

Feature requires an account