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Building 2FINANCIAL SERVICE GROUP INC

Map pinMOUNT PLEASANT, WI
Phone262-554-4500
NotebookSEC #801-41991
Total AUM
$215M
Employees
8
Clients
192

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4812 NORTHWESTERN AVENUE
MOUNT PLEASANT
WI 53406
United States
Operating Hours
8:30 A.M. - 4:30 P.M.
Monday - Friday
Phone
262-554-4500

ReceiptFinancials

Total AUM
$215M
Accounts
645
Discretionary
$215M
Accounts
645
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
118
AUM
$67.9M
HNW Individual Clients
74
AUM
$147.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX PLANNING & PREPARATOIN
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other Fee
Other Compensation
PERCENTAGE OF NET WORTH & INCOME

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLILNCTXWI

HandshakeAffiliates

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

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