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Building 2CALCULATED WEALTH

Map pinMADISON, WI
Phone608-400-4072
NotebookSEC #801-131906
Total AUM
$200.8M
Employees
5
Clients
194

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2921 LANDMARK PLACE
SUITE 215-#332
MADISON
WI 53713-4247
United States
Operating Hours
8:30 - 4:30
Monday - Friday
Phone
608-400-4072
Other Offices
3

ReceiptFinancials

Total AUM
$200.8M
Accounts
194
Discretionary
$200.8M
Accounts
194
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
154
AUM
$192.2M
HNW Individual Clients
40
AUM
$8.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMNOHTXWI

HandshakeAffiliates

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

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