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Building 2FRIEDLANDER & CO INC

Map pinMILWAUKEE, WI
Phone414-273-0308
NotebookSEC #801-16821
Total AUM
$564.8M
Employees
1
Clients
31

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
322 E. MICHIGAN STREET STE. 250
MILWAUKEE
WI 53202
United States
Operating Hours
8:30-4:30
Monday - Friday
Phone
414-273-0308

ReceiptFinancials

Total AUM
$564.8M
Accounts
64
Discretionary
$16.6M
Accounts
8
Non-Discretionary
$548.2M
Accounts
56

ContactClients

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HNW Individual Clients
26
AUM
$514.1M
Charitable Organization Clients
5
AUM
$50.7M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAWI

HandshakeAffiliates

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

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