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LANDAAS & COMPANY
MILWAUKEE, WI
414-223-1099
SEC #801-45055Total AUM
$1.9B
Employees
27Clients
1,804Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
411 E WISCONSIN AVE
20TH FLOOR
MILWAUKEE
WI 53202
United States
20TH FLOOR
MILWAUKEE
WI 53202
United States
Operating Hours
8:30 A.M.-5:00 P.M.
Monday - Friday
Monday - Friday
Phone
414-223-1099
Financials
Total AUM
$1.9B
Accounts
4,098Discretionary
$1.9B
Accounts
4,045Non-Discretionary
$28.4M
Accounts
53
Clients
Individual Clients
1,183AUM
$490.4M
HNW Individual Clients
617AUM
$1.4B
Charitable Organization Clients
3AUM
$9.4M
Corporation or Business Clients
1AUM
$612.4K
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTATION SERVICES
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AZCACOFLGAILINKSKYLAMIMNMONCNVNYOHSCTNTXVAWAWI
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.