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Building 2FIRSTAR INVESTMENT RESEARCH & MANAGEMENT COMPANY, LLC

Map pinMILWAUKEE, WI
Phone[414]765-6050
NotebookSEC #801-28084
Total AUM
$28B
Employees
151
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
777 EAST WISCONSIN AVENUE
SUITE 800
MILWAUKEE
WI 53202
USA
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
[414]765-6050

ReceiptFinancials

Total AUM
$28B
Accounts
3,180
Discretionary
$27.8B
Accounts
3,149
Non-Discretionary
$148.2M
Accounts
31

ContactClients

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None reported

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Dismissed Civil Action (Settlement)Pending Regulatory Proceeding
State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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