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Building 2TITLETOWN WEALTH MANAGEMENT, LLC

Map pinGREEN BAY, WI
Phone(920) 468-7443
NotebookSEC #801-121461
Total AUM
$150.3M
Employees
2
Clients
460

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1221 BELLEVUE STREET
SUITE 102
GREEN BAY
WI 54302
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(920) 468-7443
Other Offices
1

ReceiptFinancials

Total AUM
$150.3M
Accounts
731
Discretionary
$150.3M
Accounts
731
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
305
AUM
$14.2M
HNW Individual Clients
154
AUM
$134.1M
Pension/Profit Sharing Plan Clients
1
AUM
$2M

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
FLGATXWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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