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Building 2IDC PORTFOLIO MANAGEMENT INC

Map pinHARTLAND, WI
Phone262-369-4217
NotebookSEC #801-20880
Total AUM
$10M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
700 WALNUT RIDGE DRIVE
SUITE 201
HARTLAND
WI 53029
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
262-369-4217

ReceiptFinancials

Total AUM
$10M
Accounts
9
Discretionary
$10M
Accounts
9
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-BasedCharges Subscription Fee

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/Revocation
State Registrations

None reported

HandshakeAffiliates

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

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