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Building 2AMP WEALTH MANAGEMENT

Map pinWHITEFISH BAY, WI
Phone414-332-1011
NotebookSEC #801-56387
Total AUM
$220.4M
Employees
3
Clients
413

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
421 E. SILVER SPRING DRIVE
SUITE 3
WHITEFISH BAY
WI 53217
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
414-332-1011

ReceiptFinancials

Total AUM
$220.4M
Accounts
413
Discretionary
$219.1M
Accounts
405
Non-Discretionary
$1.3M
Accounts
8

ContactClients

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Individual Clients
364
AUM
$82.7M
HNW Individual Clients
25
AUM
$55M
Pooled Vehicle Clients
2
AUM
$14.9M
Pension/Profit Sharing Plan Clients
12
AUM
$26.6M
Charitable Organization Clients
1
AUM
$192.3K
Corporation or Business Clients
9
AUM
$41M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILKYMITXWI

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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