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Building 2NEUENSCHWANDER ASSET MANAGEMENT, LLC

Map pinMCFARLAND, WI
Phone608-838-3330
NotebookSEC #801-124791
Total AUM
$173.5M
Employees
5
Clients
199

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4893 LARSON BEACH RD
MCFARLAND
WI 53558
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
608-838-3330

ReceiptFinancials

Total AUM
$173.5M
Accounts
604
Discretionary
$173.5M
Accounts
604
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
161
AUM
$80.5M
HNW Individual Clients
35
AUM
$92.7M
Charitable Organization Clients
3
AUM
$355.3K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TXWI

HandshakeAffiliates

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

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