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Building 2KLCM ADVISORS, INC.

Map pinMILWAUKEE, WI
Phone414-765-1234
NotebookSEC #801-43503
Total AUM
$1.9B
Employees
11
Clients
637

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
330 E KILBOURN AVENUE
SUITE 1050
MILWAUKEE
WI 53202-6615
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
414-765-1234

ReceiptFinancials

Total AUM
$1.9B
Accounts
637
Discretionary
$1.9B
Accounts
637
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
228
AUM
$120.8M
HNW Individual Clients
397
AUM
$1.7B
Pension/Profit Sharing Plan Clients
2
AUM
$2.6M
Charitable Organization Clients
1
AUM
$938.3K
Corporation or Business Clients
7
AUM
$74.3M
Other Clients
2
AUM
$21.7M
Description of Other Clients
PARTNERSHIPS

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAILINMIMNNYTXWI

HandshakeAffiliates

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

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