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Building 2H. C. DENISON CO.

Map pinSHEBOYGAN, WI
Phone920 457-9451
NotebookSEC #801-131334
Total AUM
$310M
Employees
4
Clients
343

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
618 NORTH 7TH STREET
SHEBOYGAN
WI 53081
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
920 457-9451

ReceiptFinancials

Total AUM
$310M
Accounts
889
Discretionary
$310M
Accounts
889
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
250
AUM
$121.2M
HNW Individual Clients
93
AUM
$188.8M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
WI

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

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