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Building 2OPTIQUE CAPITAL MANAGEMENT, INC.

Map pinMILWAUKEE, WI
Phone414-604-5200
NotebookSEC #801-25520
Total AUM
$802.4M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
222 EAST ERIE STREET
SUITE 500
MILWAUKEE
WI 53202
United States
Operating Hours
8:00-5:00
Monday - Friday
Phone
414-604-5200

ReceiptFinancials

Total AUM
$802.4M
Accounts
1,263
Discretionary
$688.3M
Accounts
1,239
Non-Discretionary
$114M
Accounts
24

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACTDEFLGAHIIAIDILINKSKYLAMAMDMIMNMOMSMTNCNENHNJNMNVNYOHORPAPRSCTNTXUTVAVTWAWI

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

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