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Building 2REVIEW SERVICES INC

Map pinBROOKFIELD, WI
Phone262-784-9690
NotebookSEC #801-39487
Total AUM
$227.4M
Employees
3
Clients
173

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13255 WEST BLUEMOUND ROAD
SUITE 205
BROOKFIELD
WI 53005
United States
Operating Hours
8:30 A.M.-5:00 P.M.
Monday - Friday
Phone
262-784-9690

ReceiptFinancials

Total AUM
$227.4M
Accounts
768
Discretionary
$0
Accounts
0
Non-Discretionary
$227.4M
Accounts
768

ContactClients

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Individual Clients
79
AUM
$44.5M
HNW Individual Clients
94
AUM
$182.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZTXWI

HandshakeAffiliates

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

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