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Building 2ENTASIS ASSET MANAGEMENT LLC

Map pinBROOKFIELD, WI
Phone262-754-5299
NotebookSEC #801-121733
Total AUM
$197.9M
Employees
5
Clients
159

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 S EXECUTIVE DR.
SUITE 101
BROOKFIELD
WI 53005
United States
Operating Hours
8:00 AM - 5:00
Monday - Friday
Phone
262-754-5299

ReceiptFinancials

Total AUM
$197.9M
Accounts
497
Discretionary
$193M
Accounts
445
Non-Discretionary
$4.9M
Accounts
52

ContactClients

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Individual Clients
106
AUM
$51.7M
HNW Individual Clients
47
AUM
$128.2M
Pension/Profit Sharing Plan Clients
2
AUM
$3.4M
Corporation or Business Clients
4
AUM
$14.6M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILTXWI

HandshakeAffiliates

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

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