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Building 2FIDUCIARY MANAGEMENT, INC.

Map pinMILWAUKEE, WI
Phone414-226-4545
NotebookSEC #801-15164
Total AUM
$11.4B
Employees
25
Clients
572

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
790 N. WATER STREET
SUITE 2100
MILWAUKEE
WI 53202
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
414-226-4545

ReceiptFinancials

Total AUM
$11.4B
Accounts
577
Discretionary
$11.4B
Accounts
577
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
198
AUM
$720.8M
HNW Individual Clients
196
AUM
$1.1B
Investment Company Clients
6
AUM
$6B
Pooled Vehicle Clients
5
AUM
$810.1M
Pension/Profit Sharing Plan Clients
35
AUM
$1.1B
Charitable Organization Clients
93
AUM
$783.8M
Government Entity Clients
16
AUM
$163.5M
Insurance Company Clients
1
AUM
$192.1M
Corporation or Business Clients
21
AUM
$192.7M
Other Clients
1
AUM
$193.9M
Description of Other Clients
WRAP FEE PROGRAMS

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCADEFLGAILINKSMAMDMIMNMONJNYPATXVAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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