1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2DIRECT FINANCIAL CARE

Map pin
Phone608-630-7974
NotebookSEC #801-129707
Total AUM
$232.6M
Employees
2
Clients
98

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
608-630-7974

ReceiptFinancials

Total AUM
$232.6M
Accounts
338
Discretionary
$232.6M
Accounts
338
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
28
AUM
$12.2M
HNW Individual Clients
69
AUM
$212.4M
Corporation or Business Clients
1
AUM
$8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
NON-DISCRETIONARY FINANCIAL CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PAWI

HandshakeAffiliates

View all affiliates →

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

Feature requires an account