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Building 2NATIONAL INVESTMENT SERVICES OF AMERICA, LLC

Map pinMILWAUKEE, WI
Phone414.765.1980
NotebookSEC #801-118132
Total AUM
$16.3B
Employees
38
Clients
360

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
777 EAST WISCONSIN AVENUE, SUITE 2350
MILWAUKEE
WI 53202
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
414.765.1980
Other Offices
1

ReceiptFinancials

Total AUM
$16.3B
Accounts
360
Discretionary
$16.3B
Accounts
360
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
10
AUM
$33M
Investment Company Clients
1
AUM
$8.7M
Pooled Vehicle Clients
12
AUM
$408.9M
Pension/Profit Sharing Plan Clients
263
AUM
$13B
Charitable Organization Clients
35
AUM
$657M
Government Entity Clients
29
AUM
$1.3B
Corporation or Business Clients
8
AUM
$589.3M
Other Clients
2
AUM
$301.7M
Description of Other Clients
COLLECTIVE INVESTMENT TRUSTS

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLILINKYLAMDMIMNMONJNVNYOHPATXWI

HandshakeAffiliates

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.

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