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Building 2INVESTMENT & TAX STRATEGIES, INC.

Map pin
Phone262-886-2914
NotebookSEC #801-135140
Total AUM
$118M
Employees
1
Clients
350

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
7:00 A.M. -4:00 P.M.
Monday - Friday
Phone
262-886-2914
Other Offices
2

ReceiptFinancials

Total AUM
$118M
Accounts
560
Discretionary
$118M
Accounts
560
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
342
AUM
$105.5M
HNW Individual Clients
8
AUM
$12.5M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
TAX PREPARATION AND ADVICE
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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