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Building 2HOBERT & SVOBODA, INC.

Map pinBROOKFIELD, WI
Phone[262] 782-8900
NotebookSEC #801-17285
Total AUM
$62.1M
Employees
6
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
350 BISHOPS WAY
ST 206
BROOKFIELD
WI 53005
United States
Operating Hours
8:00 A.M.-4:30 P.M.
Monday - Friday
Phone
[262] 782-8900

ReceiptFinancials

Total AUM
$62.1M
Accounts
506
Discretionary
$61.6M
Accounts
460
Non-Discretionary
$543.3K
Accounts
46

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NEWI

HandshakeAffiliates

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

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