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Building 2WISCONSIN CAPITAL MANAGEMENT, LLC

Map pinMADISON, WI
Phone608-960-4616
NotebookSEC #801-53829
Total AUM
$256.6M
Employees
5
Clients
78

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8020 EXCELSIOR DRIVE STE. 402
MADISON
WI 53717
United States
Operating Hours
9:00 A.M.-5:00 P.M.
Monday - Friday
Phone
608-960-4616

ReceiptFinancials

Total AUM
$256.6M
Accounts
99
Discretionary
$256.6M
Accounts
99
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
36
AUM
$7.5M
HNW Individual Clients
38
AUM
$113.5M
Investment Company Clients
2
AUM
$91.6M
Corporation or Business Clients
2
AUM
$44M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
ILNHWI

HandshakeAffiliates

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

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