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Building 2WALLEYE PARTNERS LLC

Map pinMADISON, WI
Phone(608) 332-8434
NotebookSEC #801-131353
Total AUM
$276.7M
Employees
5
Clients
93

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
551 W MAIN STREET
SUITE 200
MADISON
WI 53703
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(608) 332-8434

ReceiptFinancials

Total AUM
$276.7M
Accounts
363
Discretionary
$253M
Accounts
348
Non-Discretionary
$23.7M
Accounts
15

ContactClients

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Individual Clients
42
AUM
$12.5M
HNW Individual Clients
51
AUM
$264.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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