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Building 2SELECT ADVISOR GROUP, INC.

Map pinBROOKFIELD, WI
Phone262-814-1840
NotebookSEC #801-57972
Total AUM
$13.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
150 NORTH SUNNYSLOPE ROAD, SUITE 320
BROOKFIELD
WI 53005
USA
Operating Hours
8:00 PM - 5:00 PM
Monday - Friday
Phone
262-814-1840

ReceiptFinancials

Total AUM
$13.7M
Accounts
89
Discretionary
$13.6M
Accounts
82
Non-Discretionary
$81.1K
Accounts
7

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementMarket TimingPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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