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Building 2ENDOWMENT WEALTH MANAGEMENT, INC.

Map pinAPPLETON, WI
Phone920-785-6010
NotebookSEC #801-112413
Total AUM
$609.2M
Employees
14
Clients
491

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
W6272 COMMUNICATION COURT
APPLETON
WI 54914-8531
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
920-785-6010
Other Offices
6

ReceiptFinancials

Total AUM
$609.2M
Accounts
3,057
Discretionary
$402.5M
Accounts
2,401
Non-Discretionary
$206.7M
Accounts
656

ContactClients

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Individual Clients
326
AUM
$157.8M
HNW Individual Clients
145
AUM
$346.5M
Pooled Vehicle Clients
11
AUM
$93.5M
Pension/Profit Sharing Plan Clients
4
AUM
$3.6M
Charitable Organization Clients
4
AUM
$6.6M
Corporation or Business Clients
1
AUM
$1.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
ADVISORY CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLGAILMNNCORSCTNTXWAWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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