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Building 2PJS INVESTMENT MANAGEMENT

Map pinCEDARBURG, WI
Phone262-377-0484
NotebookSEC #801-16815
Total AUM
$852M
Employees
18
Clients
474

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
W62N570 WASHINGTON AVENUE
CEDARBURG
WI 53012
United States
Operating Hours
8:30 AM TO 4:30 PM
Monday - Friday
Phone
262-377-0484

ReceiptFinancials

Total AUM
$852M
Accounts
1,368
Discretionary
$826.8M
Accounts
1,352
Non-Discretionary
$25.3M
Accounts
16

ContactClients

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Individual Clients
266
AUM
$88.7M
HNW Individual Clients
188
AUM
$722M
Pension/Profit Sharing Plan Clients
9
AUM
$23.8M
Charitable Organization Clients
5
AUM
$16.2M
Corporation or Business Clients
6
AUM
$1.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAILINMNNYTXWAWI

HandshakeAffiliates

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

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