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Building 2WHN INVESTOR SERVICES, INC.

Map pinBROOKFIELD, WI
Phone262-792-9001
NotebookSEC #801-39329
Total AUM
$14.5M
Employees
1
Clients
17

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 N. CORPORATE DR.
SUITE 215
BROOKFIELD
WI 53045
United States
Operating Hours
9:00 A.M.-5:00 P.M.
Monday - Friday
Phone
262-792-9001

ReceiptFinancials

Total AUM
$14.5M
Accounts
22
Discretionary
$14.5M
Accounts
22
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$224.4K
HNW Individual Clients
14
AUM
$14.2M
Pension/Profit Sharing Plan Clients
2
AUM
$0

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
WI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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