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Building 2SADOFF INVESTMENT MANAGEMENT LLC

Map pinMILWAUKEE, WI
Phone414-352-8460
NotebookSEC #801-14017
Total AUM
$1.9B
Employees
6
Clients
611

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
250 W. COVENTRY CT #109
MILWAUKEE
WI 53217
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
414-352-8460

ReceiptFinancials

Total AUM
$1.9B
Accounts
1,246
Discretionary
$1.9B
Accounts
1,246
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
55
AUM
$22M
HNW Individual Clients
518
AUM
$1.7B
Pension/Profit Sharing Plan Clients
31
AUM
$69.4M
Charitable Organization Clients
5
AUM
$17.1M
Corporation or Business Clients
2
AUM
$2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILLAMIMNNHTXUTWAWI

HandshakeAffiliates

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

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