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Building 2ANEW ADVISORS, LLC

Map pinWAUWATOSA, WI
Phone414-704-2875
NotebookSEC #801-126049
Total AUM
$67.8M
Employees
4
Clients
142

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11220 W BURLEIGH ST
SUITE 100
WAUWATOSA
WI 53222
United States
Operating Hours
8 A.M. - 5 P.M.
Monday - Friday
Phone
414-704-2875

ReceiptFinancials

Total AUM
$67.8M
Accounts
271
Discretionary
$56.5M
Accounts
267
Non-Discretionary
$11.3M
Accounts
4

ContactClients

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Individual Clients
95
AUM
$33.3M
HNW Individual Clients
6
AUM
$16.6M
Pension/Profit Sharing Plan Clients
1
AUM
$11.3M
Charitable Organization Clients
40
AUM
$6.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NEWI

HandshakeAffiliates

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

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