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Building 2RETIREMENT INCOME STRATEGIES, LLC

Map pinEVANSVILLE, WI
Phone608-208-1800
NotebookSEC #801-123370
Total AUM
$159M
Employees
4
Clients
341

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7 EAST MAIN STREET
SUITE 6
EVANSVILLE
WI 53536
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
608-208-1800
Other Offices
3

ReceiptFinancials

Total AUM
$159M
Accounts
947
Discretionary
$159M
Accounts
947
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
309
AUM
$105.9M
HNW Individual Clients
30
AUM
$52.4M
Pension/Profit Sharing Plan Clients
1
AUM
$507.8K
Corporation or Business Clients
1
AUM
$192.2K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILWIWV

HandshakeAffiliates

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

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