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Building 2CAPITAL INVESTMENT SERVICES OF AMERICA INC

Map pinMILWAUKEE, WI
Phone414-278-7744
NotebookSEC #801-15052
Total AUM
$1.3B
Employees
9
Clients
937

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
111 E. WISCONSIN AVE, SUITE 1310
MILWAUKEE
WI 53202
United States
Operating Hours
7:30AM - 4:00PM
Monday - Friday
Phone
414-278-7744

ReceiptFinancials

Total AUM
$1.3B
Accounts
937
Discretionary
$1.3B
Accounts
937
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
642
AUM
$178.8M
HNW Individual Clients
256
AUM
$898.6M
Pension/Profit Sharing Plan Clients
10
AUM
$53.6M
Charitable Organization Clients
21
AUM
$123.7M
Corporation or Business Clients
8
AUM
$59.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIAILLAMIMNNYOHTXVAWAWI

HandshakeAffiliates

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

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