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Building 2FINANCIAL JUSTUS

Map pin
Phone262-240-4002
NotebookSEC #801-133749
Total AUM
$169.3M
Employees
1
Clients
70

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9-3
MONDAY-THURSDAY
Phone
262-240-4002
Other Offices
1

ReceiptFinancials

Total AUM
$169.3M
Accounts
300
Discretionary
$169.3M
Accounts
300
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
9
AUM
$5.2M
HNW Individual Clients
61
AUM
$164.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
WI

HandshakeAffiliates

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

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