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Building 2WFA ASSET MANAGEMENT CORP

Map pinWHITEFISH BAY, WI
Phone414-727-8181
NotebookSEC #801-44808
Total AUM
$439.3M
Employees
8
Clients
473

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
633 E. HENRY CLAY STREET
WHITEFISH BAY
WI 53217
United States
Operating Hours
8:00AM TO 5:00 PM
Monday - Friday
Phone
414-727-8181

ReceiptFinancials

Total AUM
$439.3M
Accounts
1,447
Discretionary
$424.9M
Accounts
1,390
Non-Discretionary
$14.5M
Accounts
57

ContactClients

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Individual Clients
360
AUM
$148.5M
HNW Individual Clients
111
AUM
$289.3M
Pension/Profit Sharing Plan Clients
1
AUM
$1.1M
Other Clients
1
AUM
$459.3K
Description of Other Clients
HOA

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX PREPARATION
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLILTXWI

HandshakeAffiliates

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

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