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Building 2NATIONAL INVESTMENT SERVICES, INC

Map pinMILWAUKEE, WI
Phone414-765-1980
NotebookSEC #801-45236
Total AUM
$7.2B
Employees
38
Clients
381

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
777 E. WISCONSIN AVENUE
SUITE 2350
MILWAUKEE
WI 53202-5310
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
414-765-1980
Other Offices
2

ReceiptFinancials

Total AUM
$7.2B
Accounts
536
Discretionary
$7.2B
Accounts
536
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
112
AUM
$73.4M
Pooled Vehicle Clients
12
AUM
$200.9M
Pension/Profit Sharing Plan Clients
189
AUM
$5.8B
Charitable Organization Clients
38
AUM
$545.6M
Government Entity Clients
24
AUM
$416.8M
Corporation or Business Clients
6
AUM
$162.7M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILINKYLAMDMIMNMONVNYOHPASCTXWAWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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