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Building 2MORGAN DEMPSEY CAPITAL MANAGEMENT LLC

Map pinMILWAUKEE, WI
Phone414-319-1080
NotebookSEC #801-48064
Total AUM
$252.3M
Employees
6
Clients
464

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10850 W. PARK PLACE
SUITE 470
MILWAUKEE
WI 53224
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
414-319-1080

ReceiptFinancials

Total AUM
$252.3M
Accounts
464
Discretionary
$251.7M
Accounts
462
Non-Discretionary
$507.6K
Accounts
2

ContactClients

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HNW Individual Clients
454
AUM
$213.7M
Investment Company Clients
1
AUM
$34.3M
Charitable Organization Clients
1
AUM
$1.3M
Corporation or Business Clients
8
AUM
$3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
PROVIDE MODEL PORTFOLIO RECOMMENDATIONS TO UMA PROGRAMS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILLAMAMDMNNCNHNJNMNVNYORTXVAVIWAWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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