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Building 2WISCONSIN ASSET MANAGEMENT, LLC

Map pinMEQUON, WI
Phone262-236-9000
NotebookSEC #801-50418
Total AUM
$56.5M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10922 N. CEDARBURG ROAD
MEQUON
WI 53092-4304
USA
Operating Hours
8:00A.M.-5:00P.M.
Monday - Friday
Phone
262-236-9000

ReceiptFinancials

Total AUM
$56.5M
Accounts
414
Discretionary
$55.9M
Accounts
381
Non-Discretionary
$512.5K
Accounts
33

ContactClients

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None reported

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Pending Civil Proceeding
State Registrations
CAFLILTXWI

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

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